4 Customer Portfolio Jobs

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2.0 - 7.0 years

1 - 6 Lacs

gurgaon, haryana, india

On-site

We are looking for a reliable and customer-oriented Banking Officer to support daily branch operations, customer service, and sales activities. The role includes handling account-related transactions, promoting banking products, and ensuring compliance with internal and regulatory guidelines. Key Responsibilities: Assist customers with account opening, deposits, withdrawals, and queries Promote and cross-sell bank products like CASA, fixed deposits, loans, and insurance Handle cash and teller functions accurately (if applicable) Maintain customer records and ensure timely KYC/AML compliance Support the branch team in achieving business and service targets Key Skills: Knowledge of retail bank...

Posted 15 hours ago

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3.0 - 8.0 years

1 - 6 Lacs

Gurgaon, Haryana, India

On-site

We are seeking a customer-focused Relationship Manager RBB to manage and grow the retail customer portfolio. The role involves deepening customer relationships, cross-selling banking products, and delivering personalized financial solutions. Key Responsibilities: Manage a portfolio of retail banking customers (liabilities and assets) Cross-sell banking and third-party products: savings, current accounts, FDs, insurance, mutual funds, loans Drive customer engagement through regular interactions and service excellence Achieve assigned sales and revenue targets Ensure compliance with KYC, AML, and other regulatory requirements Key Skills: Strong knowledge of retail banking products and services...

Posted 3 months ago

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4.0 - 9.0 years

1 - 6 Lacs

Udaipur, Rajasthan, India

On-site

We are seeking a customer-focused Relationship Manager RBB to manage and grow the retail customer portfolio. The role involves deepening customer relationships, cross-selling banking products, and delivering personalized financial solutions. Key Responsibilities: Manage a portfolio of retail banking customers (liabilities and assets) Cross-sell banking and third-party products: savings, current accounts, FDs, insurance, mutual funds, loans Drive customer engagement through regular interactions and service excellence Achieve assigned sales and revenue targets Ensure compliance with KYC, AML, and other regulatory requirements Key Skills: Strong knowledge of retail banking products and services...

Posted 3 months ago

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3.0 - 8.0 years

1 - 6 Lacs

Dehradun, Uttarakhand (Uttaranchal), India

On-site

We are seeking a customer-focused Relationship Manager RBB to manage and grow the retail customer portfolio. The role involves deepening customer relationships, cross-selling banking products, and delivering personalized financial solutions. Key Responsibilities: Manage a portfolio of retail banking customers (liabilities and assets) Cross-sell banking and third-party products: savings, current accounts, FDs, insurance, mutual funds, loans Drive customer engagement through regular interactions and service excellence Achieve assigned sales and revenue targets Ensure compliance with KYC, AML, and other regulatory requirements Key Skills: Strong knowledge of retail banking products and services...

Posted 3 months ago

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