
Growth Opportunity in Retail Banking
7 days ago
Job Title: Customer Portfolio Manager
About the Role:We are seeking an experienced customer-focused professional to manage and grow our retail customer portfolio. The role involves deepening customer relationships, cross-selling banking products, and delivering personalized financial solutions.
Key Responsibilities:- Manage a portfolio of retail banking customers (liabilities and assets)
- Cross-sell banking and third-party products: savings, current accounts, FDs, insurance, mutual funds, loans
- Drive customer engagement through regular interactions and service excellence
- Achieve assigned sales and revenue targets
- Ensure compliance with KYC, AML, and other regulatory requirements
- Strong knowledge of retail banking products and services
- Sales and relationship management expertise
- Excellent communication and customer service skills
- Basic knowledge of investment and insurance products
- Proficiency in banking software and MS Office tools
Our organization offers a dynamic work environment, competitive compensation package, and opportunities for professional growth and development.
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