Relationship Manager CASA

Gurgaon - India

Monthly Salary: Not Disclosed

Posted on: 3 days ago

Vacancies: 1 Vacancy

Job Summary

1. HNI Client Acquisition & Portfolio Expansion

Acquire HNI customers for Royal/Preferred banking through market visits references and existing client mining.
Generate new business for Current Accounts (CA) and Savings Accounts (SA) from high-value individuals business owners professionals and corporates.
Achieve monthly/quarterly acquisition targets with a focus on value balances and profitability.

2. Portfolio Management & Cross-Selling

Manage a portfolio of high-value CASA clients and ensure regular engagement.
Cross-sell bank products:
- Wealth products: mutual funds insurance SIPs bonds.
- Assets: overdraft facilities (OD/CC) business loans personal loans home loans.
- Liabilities: FDs RDs term deposits.
Deepen relationships to increase account balances (A/B movement) and overall wallet share.

3. Customer Service & Relationship Building

Act as single point of contact (SPOC) for HNI clients.
Provide end-to-end support for banking needs: account opening transactions digital banking investment queries service requests etc.
Handle service escalations with quick TAT (Turnaround Time).
Ensure high customer satisfaction NPS and retention of high-value clients.

1. HNI Client Acquisition & Portfolio Expansion Acquire HNI customers for Royal/Preferred banking through market visits references and existing client mining. Generate new business for Current Accounts (CA) and Savings Accounts (SA) from high-value individuals business owners professionals and c...