Wealth Relationship Manager/ CASA Acquisition/ A Leading Small Finance Bank

Scope of the Role

Responsible for direct acquisition of current account and savings accounts for the bank, cross sell of other banking financial product to the existing clients and maintaining a good relationship with them also helping them to achieve their financial goals. 

Job Description

  • Responsible for acquiring new customers and maintain relationships with existing customers.
  • Developing and executing strategies to acquire new customers .
  • Responsible for Cross selling other banking product
  •  Identifying customer needs and providing customized solutions to meet those needs.
  • Developing depth knowledge of banking products. 
  • Developing and executing strategies to increase cross-sell and upsell opportunities.

Ideal Candidates

Looking for candidates with any graduate or post graduate, at least 2-3 years of experiences in current account and saving account acquisition, also experience in portfolio management will be an added advantage. Candidates should have  knowledge in Retail Branch Banking products and services

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HR CONTACTS

Name: Camilla Magline Correya

Number: 8589036620

Mail: hr9@imatesconsultants.com