26/10
mahima salunkhe
Technical Recruiter at Change Leaders
Technical Recruiter at Change Leaders
Views:19 Applications:10 Rec. Actions:Recruiter Actions:10
Relationship Manager - CASA Sales - BFS (3-10 yrs)
Job Description :
Relationship Manager CASA
Experience : 3 to 10 years
Location : Pune
Primary Skills : Relationship Management, CASA, Current account, saving account, HNI, Cross-sell
Roles and Responsibilities :
- Managing the banking and investments relationship Au Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment.
- Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer,
- Proactively and timely identifies potential problem accounts and formulates appropriate risk. mitigating strategies.
- Manage customer migration between segments, sub-segments and the HNI business.
- Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels. - Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of the most important customer segment
- Ensure all sales activity is recorded online as per the organizational process (CRM)
- Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets.
- Informs customers about new products or product enhancements to further expand the banking relationship.
- Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM)
- Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities
- Responsible for ensuring that the Sales targets in no's & values are met as per defined scorecard.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
