Relationship Manager CASA

The ideal candidate will be responsible for gaining a deep understanding of the clients business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients data. Essentially, you will act as the main point of contact for our clients.

Responsibilities

Provide financial solutions to the Priority customers while maintaining high service standards

Maintain complete customer profile including the risk profile, demographics and assets in the bank

Enrich relationships and garner higher wallet share through customer engagement activities

Deepen the existing relationships by cross selling the Bank & products and services/ third party investment products

Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads

Achieve targets as assigned by the organization on a monthly basis

Record and track all engagement activities through the CRM system

Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

Qualifications

• 4-6 years of client relationship experience
• Ability to manage multiple projects and clients
• Strong communication and interpersonal skills