Growth Opportunity in Retail Banking

7 days ago


Udaipur, Rajasthan, India beBeeCustomerPortfolio Full time

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
Key Skills:
  • 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
What We Offer:

Our organization offers a dynamic work environment, competitive compensation package, and opportunities for professional growth and development.



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