Relationship Executive

4 days ago

Noida Uttar Pradesh, India Elemetos Pvt. Ltd Full time

**Job Overview**

We are seeking a dynamic and customer-oriented **Retail Liabilities Officer** to drive acquisition and growth of CASA (Current Account & Savings Account), Term Deposits, and other liability products. The role involves customer acquisition, portfolio management, cross-selling of banking products, and ensuring superior customer service to build long-term relationships.

**Key Responsibilities**
- Acquire new customers for CASA, Fixed Deposits, Recurring Deposits, and other retail liability products.
- Achieve assigned targets in terms of account openings, deposit mobilization, and cross-sell.
- Deepen relationships with existing customers to increase account balances and wallet share.
- Ensure compliance with KYC, AML, and all regulatory guidelines during customer onboarding.
- Generate referrals for wealth management, insurance, loans, and other banking products.
- Monitor and manage customer accounts to reduce dormancy and improve product penetration.
- Provide personalized banking solutions to clients while maintaining excellent service standards.
- Participate in promotional activities, branch events, and market mapping exercises to increase visibility.

**Required Skills & Competencies**
- Strong sales and target orientation.
- Excellent communication, presentation, and interpersonal skills.
- Ability to understand customer needs and match with bank offerings.
- Knowledge of banking operations, KYC/AML guidelines, and retail liabilities products.
- Customer-centric mindset with relationship-building skills.

**Eligibility Criteria**
- **Education**: Graduate / Post-Graduate in any discipline (MBA/PGDM in Finance/Marketing preferred).
- **Experience**: 1-5 years in banking sales (CASA/Deposits preferred). Freshers with strong communication skills may be considered.
- **Age**: 21-35 years.

**Compensation & Benefits**
- Competitive salary with attractive incentives.
- Performance-linked bonuses.
- Career growth opportunities within the bank.
- Employee benefits as per organizational policy.

Pay: ₹25,000.00 - ₹35,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Work Location: In person

**Speak with the employer**
+91 9896730666

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