Relationship Manager Royal CASA
Job Location:
Monthly Salary:
Posted on:
17 days ago
Posted on:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Job Title: Relationship Manager Royal (RM Royal)
Department: Retail Banking / Liability Sales
Product: CASA (Current Account & Savings Account)
Department: Retail Banking / Liability Sales
Product: CASA (Current Account & Savings Account)
Job Summary:
Relationship Manager Royal is responsible for managing and growing relationships with High Net Worth (HNI) / affluent customers increasing portfolio value acquiring new customers and cross-selling banking products while ensuring superior customer experience.
Relationship Manager Royal is responsible for managing and growing relationships with High Net Worth (HNI) / affluent customers increasing portfolio value acquiring new customers and cross-selling banking products while ensuring superior customer experience.
Key Responsibilities:
* Manage and deepen relationships with Royal / HNI customers.
* Acquire new affluent customers and increase portfolio size.
* Drive CASA acquisition and liability business growth.
* Cross-sell banking products such as FD Insurance Investments Loans Credit Cards etc.
* Provide personalized financial solutions and advisory services.
* Ensure customer retention and increase wallet share.
* Maintain portfolio hygiene and customer servicing standards.
* Achieve monthly sales and revenue targets.
* Ensure compliance with KYC / AML and banking guidelines.
* Coordinate with branch teams for customer onboarding and servicing.
* Acquire new affluent customers and increase portfolio size.
* Drive CASA acquisition and liability business growth.
* Cross-sell banking products such as FD Insurance Investments Loans Credit Cards etc.
* Provide personalized financial solutions and advisory services.
* Ensure customer retention and increase wallet share.
* Maintain portfolio hygiene and customer servicing standards.
* Achieve monthly sales and revenue targets.
* Ensure compliance with KYC / AML and banking guidelines.
* Coordinate with branch teams for customer onboarding and servicing.
Eligibility:
* Graduate / Postgraduate (MBA preferred)
* Experience in Banking / CASA / Sales / Wealth / Retail Banking preferred
* Strong communication and relationship management skills
* Experience in Banking / CASA / Sales / Wealth / Retail Banking preferred
* Strong communication and relationship management skills
Preferred Experience:
* CASA Sales
* HNI / Wealth Management
* Cross-selling & Portfolio Handling
* Customer Relationship Management
* HNI / Wealth Management
* Cross-selling & Portfolio Handling
* Customer Relationship Management
CTC: As per company norms Incentives Benefits.
