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Relationship Officer Casa Nasik, Satara, Kolhpur

5 months ago

Nashik, India Change Leader Full time

**JOB DESCRIPTION**

**Relationship Officer CASA**

**Exp**:4 to 6 Yrs

**Loc**:Nashik, Satara, Kolhapur

**Primary Skills: Sales, CASA ,Cross-selling, IRDA**

**Roles and Responsibilities**:
Acquire high value new to bank customers through industry best pricing offered by AU small finance bank
- Manage relationship with existing set of clients mapped by the Bank in order to enhance value
- To aggressively cross sell investment and insurance products using Offline/ Digital platform of AU small finance
- Build liability book for the Bank

Key Responsibilities:

- Acquire high value new to bank CAS ATD customers to Bank on a monthly basis
- Complete family banking proposition for families of customers on-boarded in order to increase Relationship Value of customers acquired
- Manage the relationships of clients provided by AU small finance bank in order to enhance wallet share
- Sharp execution of Cross-sell strategy of the Bank for all mapped and acquired clients including:

- Digital Channel Activation
- Activation for Digital Wealth Management
- Selling Investment and Insurance Products
- Achieve individual Book and Fee Income targets as mandated in Goal Sheet in order to secure highest rating as per policy of the Bank
- Handle the service requirement of customers are taken case in a prompt and pro-active manner
- Provide regular feedback to Branch / Head Office team for improved customer relationship management.
- The position is on Monthly Incentive Program outcome of which is dependent on achievement of laid down.
- Excellent Communication Skills.