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3 Casa Handling Jobs

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Branch Relationship Manager Skillventory

2.0 - 4.0 years

2 - 4 Lacs

Gurgaon, Haryana, India

On-site

We are seeking a Branch Relationship Manager to manage relationships with high-net-worth individuals ( HNIs ) and drive business growth. You will be responsible for acquiring new clients, identifying opportunities to cross-sell wealth products, and collaborating with internal teams to resolve customer queries. This role requires a strong understanding of retail liabilities and market trends to provide tailored solutions and meet organizational targets. Roles & Responsibilities: Client Relationship Management : Manage relationships with high-net-worth individuals ( HNIs ) to acquire new clients and grow existing ones. Sales & Cross-Selling : Identify opportunities to cross-sell wealth products such as PMS, AIF, MF, Bonds, and Insurance to increase revenue. Product Knowledge : Develop and maintain a strong understanding of the retail liabilities business to provide tailored solutions to customers. Customer Service : Collaborate with internal teams to resolve customer queries and issues related to banking services. Market Analysis : Analyze market trends and competitor activity to stay ahead in the market. Skills Required: Strong knowledge of CASA Sales , CASA handling , HNI client handling , retail liabilities, portfolio management, and wealth product sales. Excellent communication skills for effective relationship management with HNIs. Ability to work independently with minimal supervision while meeting targets. QUALIFICATION: Bachelor's degree in Business, Finance, or a related field, or equivalent experience.

Posted 14 hours ago

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Skillventory logo
Branch Relationship Manager Skillventory

2.0 - 5.0 years

2 - 5 Lacs

Indore, Madhya Pradesh, India

On-site

We are seeking a Branch Relationship Manager to manage relationships with high-net-worth individuals ( HNIs ) and drive business growth. You will be responsible for acquiring new clients, identifying opportunities to cross-sell wealth products, and collaborating with internal teams to resolve customer queries. This role requires a strong understanding of retail liabilities and market trends to provide tailored solutions and meet organizational targets. Roles & Responsibilities: Client Relationship Management : Manage relationships with high-net-worth individuals ( HNIs ) to acquire new clients and grow existing ones. Sales & Cross-Selling : Identify opportunities to cross-sell wealth products such as PMS, AIF, MF, Bonds, and Insurance to increase revenue. Product Knowledge : Develop and maintain a strong understanding of the retail liabilities business to provide tailored solutions to customers. Customer Service : Collaborate with internal teams to resolve customer queries and issues related to banking services. Market Analysis : Analyze market trends and competitor activity to stay ahead in the market. Skills Required: Strong knowledge of CASA Sales , CASA handling , HNI client handling , retail liabilities, portfolio management, and wealth product sales. Excellent communication skills for effective relationship management with HNIs. Ability to work independently with minimal supervision while meeting targets. QUALIFICATION: Bachelor's degree in Business, Finance, or a related field, or equivalent experience.

Posted 15 hours ago

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Skillventory logo
Branch Relationship Manager Skillventory

2.0 - 7.0 years

2 - 7 Lacs

Noida, Uttar Pradesh, India

On-site

We are seeking a Branch Relationship Manager to manage relationships with high-net-worth individuals ( HNIs ) and drive business growth. You will be responsible for acquiring new clients, identifying opportunities to cross-sell wealth products, and collaborating with internal teams to resolve customer queries. This role requires a strong understanding of retail liabilities and market trends to provide tailored solutions and meet organizational targets. Roles & Responsibilities: Client Relationship Management : Manage relationships with high-net-worth individuals ( HNIs ) to acquire new clients and grow existing ones. Sales & Cross-Selling : Identify opportunities to cross-sell wealth products such as PMS, AIF, MF, Bonds, and Insurance to increase revenue. Product Knowledge : Develop and maintain a strong understanding of the retail liabilities business to provide tailored solutions to customers. Customer Service : Collaborate with internal teams to resolve customer queries and issues related to banking services. Market Analysis : Analyze market trends and competitor activity to stay ahead in the market. Skills Required: Strong knowledge of CASA Sales , CASA handling , HNI client handling , retail liabilities, portfolio management, and wealth product sales. Excellent communication skills for effective relationship management with HNIs. Ability to work independently with minimal supervision while meeting targets. QUALIFICATION: Bachelor's degree in Business, Finance, or a related field, or equivalent experience.

Posted 16 hours ago

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