Top Private Bank·2 months ago
2 months ago
Branch Relationship Manager | CASA
Sign up free to see how well your resume matches this role.
What you'll do
- Acquire new Savings Account (CASA) and Current Account customers through branch leads and referrals.
- Manage and deepen relationships with an assigned customer portfolio.
- Increase customer wallet share by cross-selling banking and third-party products.
- Drive liabilities growth through CASA, Fixed Deposits (FD), and other deposit products.
- Cross-sell products such as Mutual Funds, Insurance, Credit Cards, Personal Loans, Home Loans, and other banking solutions.
- Identify customer financial needs and recommend suitable products.
- Generate referrals for other business segments to maximize revenue.
- Ensure activation and usage of digital banking channels (Mobile Banking, Internet Banking, Debit Cards, etc.).
- Maintain high customer service standards and resolve customer queries promptly.
- Achieve monthly acquisition, CASA, cross-sell, and revenue targets.
- Ensure compliance with KYC, AML, and regulatory guidelines.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
- Acquire new Savings Account (CASA) and Current Account customers through branch leads and referrals.
- Manage and deepen relationships with an assigned customer portfolio.
- Increase customer wallet share by cross-selling banking and third-party products.
- Drive liabilities growth through CASA, Fixed Deposits (FD), and other deposit products.
- Cross-sell products such as Mutual Funds, Insurance, Credit Cards, Personal Loans, Home Loans, and other banking solutions.
- Identify customer financial needs and recommend suitable products.
- Generate referrals for other business segments to maximize revenue.
- Ensure activation and usage of digital banking channels (Mobile Banking, Internet Banking, Debit Cards, etc.).
- Maintain high customer service standards and resolve customer queries promptly.
- Achieve monthly acquisition, CASA, cross-sell, and revenue targets.
- Ensure compliance with KYC, AML, and regulatory guidelines.
Company
Top Private Bank
Kolkata, India
Company facts come from this company's own listings. We only show what the postings themselves carry.