Relationship Manager

Roles and Responsibilities :

• Manage relationships with existing customers to increase cross-selling opportunities for third party products.
• Identify new business prospects through networking, referrals, and market research to drive CASA (Current Account Savings Account) acquisition.
• Develop strategies to upsell/cross-sell banking services such as saving accounts, insurance policies, etc. to existing clients.
• Monitor customer satisfaction levels and provide exceptional service to maintain strong relationships.

Job Requirements :

• 2-14 years of experience in BFSI industry with expertise in CASA sales or related fields like current account management.
• Strong understanding of third party products such as insurance policies, mutual funds, etc. for cross-selling purposes.
• Excellent communication skills for building rapport with high net worth individuals (HNIs) and corporate clients.