Casa Relationship Manager

1 month ago


Thrissur HO, India Waytogo Consultants Full time

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities Provide financial solutions to the Priority customers while maintaining high servicestandardsMaintain complete customer profile including the risk profile, demographics andassets in the bankEnrich relationships and garner higher wallet share through customerengagement activitiesDeepen the existing relationships by cross selling the Bank& Products andservices/ third party investment productsIdentify potential customers who can be sold tailored products to enhanceproduct penetrationAcquire new customers by converting referral leadsAchieve targets as assigned by the organization on a monthly basisRecord and track all engagement activities through the CRM systemComply with KYC/SEBI rules, regulations, and legislation governing the BankQualifications4-6 years' of client relationship experience in Banking Ability to manage multiple projects and clientsStrong communication and interpersonal skillsCTC 8 lac to 10lacJob Location: Thrissur



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