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Senior Relationship Manager | CASA

4 - 5 years

6 - 14 Lacs

Pune, Kolkata

Posted:2 months ago| Platform: Naukri logo

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Skills Required

casa Portfolio Management Retail Liabilities Liabilities Retail Branch Banking HNI Acquisition HNI Client Handling Wealth Sales Branch Banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing Resident and NRI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients Cross-sell Trade & Fx, Wealth, Insurance products to clients Portfolio allocations, reviews & financial check-ups for each client according at defined frequency Ensuring 360 client engagement Total Client Ownership Ensuring adherence to Compliance processes and guidelines

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Waytogo Consultants
Waytogo Consultants
www.waytogoconsultants.com

Consulting

San Francisco

50 Employees

82 Jobs

    Key People

  • Jane Doe

    CEO

  • John Smith

    COO

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Senior Relationship Manager | CASA

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