Relationship Manager - CASA Sales (Royale) Skillventory

2.0 - 6.0 years

4 - 7 Lacs

Kalol, Patan, Himatnagar

Work from Office

Role & responsibilities Acquire new UHNI clients and affluent customers for CASA products through direct sales, referrals, and lead generation. Build and maintain strong relationships with existing clients to increase wallet share and ensure customer retention. Understand and assess clients' financial needs to offer tailored banking solutions, including deposits, insurance, investment, and digital banking. Ensure high levels of customer satisfaction through prompt service, issue resolution, and proactive engagement. Meet monthly sales targets for CASA and other banking products. Ensure full compliance with internal and regulatory guidelines. Coordinate with branch operations and service team...

Posted 2 months ago

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