First Wealth Relationship Manager

We are hiring for CASA Sales , handling HNI Clients.

Experience - 3 years
Roles and Responsibilities --CASA value build up and new client acquisition.
'- Ensure effective client engagement leading to cross sell.'- Increase in 'Product holding per customer' within mapped portfolio.- Ensure all the clients engaged are profiled and presented with suitable banking products.- Be solution oriented and ensure effective on-boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & Investment solutions, Retail and SME Loans and relevant banking programs.- Ensure monthly operating plan is met to improve scorecard and decile rankings.- Coordinate with respective relationship managers for closure of business loans, working capital, POS, CMS, trade transactions generated through client engagement.- Responsible for creating a customer-focussed approach for quick resolution of all queries and complaints to achieve NPS benchmarks.- Custodian of the branch vault, manage vault limits, cash and non-cash transactions.- Ensure Nil instances of cash shortage or excess at teller counter.- Updating the key registers regularly and review branch reports like end of day (EOD) cash position report LTR, Instruments issued etc.- Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable, reconciliation and maintenance of suspense accounts register as per the required format.- Ensure strict adherance to the bank policies and compliance.

Job Types: Full-time, Permanent

Pay: ₹400,000.00 - ₹900,000.00 per year

Work Location: In person