Retail CASA Relationship Manager

Role & responsibilities

• Acquiring new premium and above segment Customer.
• Regularly interact with mapped customer to build rapport and understand the profile.
• Basis of profile, a contact plan should be drawn and customer contacted.
• Enhancing customer wallet size.
• Ensuring that customers make us their primary bank.
• Ensure that optimal level of income generation reached from TPP.
• Retain the customers via the experience offered.
• Increase liabilities size of relationship.
• Penetration of all products across family accounts as per profile & requirements.
• Lead generation of cross sell products.
• Disseminating product information.
• Ensure quality customer service is delivered.
• Recording compliant as per the specified process.
• Preventive complaint management.
• Promoting all direct banking channels and ensuring that customer is utilizing the same.
• Ensure proper handover of customers in case of transfer of portfolios.
• Ensure certifications of documentation required for opening and maintaining customer accounts.
• Error free documentation for all account opening and all customer instructions.
• Ensure KYC norms are adhered to all points of time.

Preferred candidate profile

EDUCATIONAL QUALIFICATIONS & CERTIFICATIONS

UG: Any Graduate - Any Specialization

PG: Any Postgraduate - Any Specialization

RELEVANT JOB EXPERIENCE

Minimum 3 years of relevant experience with Team Handling experience.

SKILLS & COMPETENCIES

• Excellent communication and listening skills
• Good operational knowledge
• Confidence and Presentation skills
• Ability to analyse and research information

Interested candidates can share their CV at: [email removed]