Waytogo Consultants logo

Branch Relationship Manager(CASA)

3 - 8 years

5 - 10 Lacs

Delhi Ahmedabad Mumbai (All Areas)

Posted:8 months ago| Platform: Naukri logo

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Skills Required

CASA Wealth Management Portfolio Management Retail Liabilities Casa Acquisition Retail Branch Banking HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description


  1. Provide advisory services for investment products, insurance, and banking products.
  2. Develop and execute personalized financial plans for clients.
  3. Acquire new clients through networking, referrals, and market prospecting.
  4. Ensure compliance with regulatory and internal guidelines.
  5. Offer investment advice and create tailored wealth management strategies.
  6. Actively manage client portfolios, ensuring alignment with risk appetite and goals.
  7. Acquire and onboard new clients, expanding the book of business.
  8. Stay updated on market trends and new investment opportunities.
  9. Build strong client relationships through regular reviews and communication.

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