Relationship Executive

3 days ago

Noida, Uttar Pradesh, India Elemetos Pvt. Ltd Full time ₹ 30,00,000 - ₹ 50,00,000 per year

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.

Job Type: Full-time

Pay: ₹25, ₹35,000.00 per month

Benefits:

  • Health insurance
  • Provident Fund

Work Location: In person

Speak with the employer

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