Relationship Manager
4 hours ago
Dear Candidate,
Were Hiring: Relationship ManagerCASA | Leading Private Bank
Position:
Relationship Manager CASA
Grade:
AM/DM
Experience Required:
2+ Years in CASA,
Role Overview
We are looking for an experienced
Relationship Manager (Branch Banking)
portfolios management for a reputed
private sector bank
. The ideal candidate will be responsible for delivering customized financial solutions, growing the liability and investment book.
Key Responsibilities
1 Portfolio Management regularly contacting and meeting portfolio clients.
Profiling the clients and cross selling various products
2 Acquiring new relationships through references and catchment mapping
3 Sourcing Family a/cs to strengthen and enhance the relationship
4 Cross selling various engagement products- FD, RD, SIP, Locker, debit and
credit cards ad this is an entry level segment
5 Deepening of Portfolio by cross selling various revenue products like
Assets, TPP and Liabilities
6 Ensuring the customers are meeting the criteria for Aspire relationships
sourcing quality a/cs
7 Achieving CASA and Total Deposit targets set for the RM
8 Fee Revenue Fee revenue targets to be met by cross selling multiple
product lines to all customers
9 Mandatory certifications (AMFI and IRDA) and other internal training
modules to be completed
10 Channel penetration like netbanking, mobile banking, Bill payments , SI
registrations and ASBA setup
How To Apply
Send your updated resume to:
Contact Hemlata at
for more information.
Join a dynamic team and take the next step in your career
This job is provided by
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