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Skillventory
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Associate Relationship Manager

Associate Relationship Manager

1 - 4 years

|

1 - 3 Lacs

Posted:2 days ago| Platform:

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Skills Required

casa saving account retail liabilities casa sales current account

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

responsible for acquiring new customers and managing a portfolio of existing ones to meet sales targets for Current and Savings Accounts

Preferred candidate profile

Identify and acquire new customers for CASA products through direct sales, cold calling, and promotional activities.

Onboard new customers and ensure they are activated on digital platforms.
Maintain a high quality of customer acquisition.
Sales and Cross-Selling:
Achieve sales targets for CASA products and other banking products like loans.
Leverage cross-selling opportunities by assessing customer needs and lifestyle.
Drive sales initiatives and report on performance metrics.

Compliance and Operations:

Ensure strict adherence to KYC (Know Your Customer) norms and other regulatory guidelines.
Record and track all engagement and sales activities using a CRM system.
Assist in market research and analysis to stay updated on market trends.
Recommend process changes to improve service efficiency.

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