Banking Officer - CASA

As a client portfolio manager in the banking sector, your main responsibilities will include managing a portfolio of clients and providing them with advisory services on savings, investment, and loan options. You will also be responsible for cross-selling banking products such as loans, insurance, and investments, as well as resolving customer queries and complaints to ensure customer retention and satisfaction. In order to drive business targets, you will need to source new savings and current account customers through various means including field visits, cold calls, and explaining account features, benefits, and documentation requirements. Additionally, you will be required to supervise branch staff to ensure productivity, monitor branch operations, and ensure compliance with regulatory norms to maintain excellent customer service and retention. Overall, your role will involve a combination of client management, sales, advisory services, and branch supervision to meet business targets and maintain high levels of customer satisfaction.,