About the opportunity
Job Overview
Acquire CASA and Managing the Portfolio of exisitng customers by cross-selling of banking products and services including life insurance, health insurance, and mutual fund SIPs.
Ensure growth in customer base and deepening of existing relationships through effective portfolio management <p>1.Implement branch-level sales and marketing activities to support overall business growth and brand visibility.
2. Drive liability acquisition by building and maintaining strong customer relationships.
3. Source new customers through multiple channels including local campaigns, walk-ins, customer referrals, industry associations, and market networking.
4. Ensure timely and accurate opening of accounts, providing a seamless onboarding experience for new-to-bank (NTB) customers.
5. Support overall branch performance by contributing to both customer service and compliance standards. 6. Maintain high levels of customer satisfaction and ensure prompt resolution of queries or issues. 7. Ensure adherence to internal processes, audit requirements, and regulatory guidelines.</p> Looking for Candidates with 2 plus years of Experience in Aquisition and portfolio management from Banks or other BFSI Sector.