Banking Relationship Officer

2 weeks ago

Bengaluru Karnataka, India Hello Marketing Full time

Increase CASA balances through deepening existing relationships or acquiring new-to-bank (NTB) customers.
- Drive growth in liabilities and retail asset products.
- Identify potential problem accounts proactively and implement risk mitigation strategies.
- Manage transitions of customers between various segments, sub-segments, and HNI business groups to ensure alignment with service capabilities.
- Enhance portfolio profitability by promoting and managing customer migration to electronic and multi-channel banking platforms.
- Develop, manage, and expand customer relationships by delivering exceptional service tailored to the expectations of HNI clients.
- Ensure all sales and client interactions are documented in the CRM system according to organizational guidelines.
- Conduct detailed client profiling to identify and capture business opportunities.
- Inform customers about new or enhanced banking and investment products to strengthen and expand their relationships with the bank.
- Leverage insights from client profiles and market trends to develop strategies for attracting and retaining customers

**Job Types**: Full-time, Permanent

Pay: ₹85,000.00 - ₹90,000.00 per month

Schedule:

- Day shift

**Education**:

- Master's (preferred)

**Experience**:

- CASA: 3 years (preferred)

**Language**:

- English (preferred)

Work Location: In person

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