Relationship Manger Platinum

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profile Job Location:

Firozpur - India

profile Monthly Salary: Not Disclosed
Posted on: 19 hours ago
Vacancies: 1 Vacancy

Job Summary

The Relationship Manager Platinum will be responsible for acquiring managing and growing a portfolio of Platinum / Affluent customers with a strong emphasis on CASA sourcing relationship deepening and cross-selling of retail banking and wealth products. The role demands excellent client engagement sales orientation and compliance adherence.

Key Responsibilities Relationship & Portfolio Management CASA Acquisition & Liability Growth Cross-Selling & Revenue Generation Service Excellence & Customer Retention Compliance & Risk Management Eligibility Criteria Experience
  • 3 4 years of experience in Retail Banking / CASA / Relationship Management

  • Strong hands-on experience in CASA sourcing and liability sales

Skills & Competencies
  • Strong relationship management and CASA sales skills

  • Good knowledge of retail banking and investment products

The Relationship Manager Platinum will be responsible for acquiring managing and growing a portfolio of Platinum / Affluent customers with a strong emphasis on CASA sourcing relationship deepening and cross-selling of retail banking and wealth products. The role demands excellent client engageme...
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Key Skills

  • Business Development
  • Sales Experience
  • Loyalty Marketing
  • Portfolio Management
  • Wealth Management
  • Financial Services
  • Algebra
  • Territory Management
  • Banking
  • Relationship Management
  • Customer relationship management
  • Geometry