Portfolio Relationship Manager - CASA (Manager)
Published date: 2024/01/10
- Location: Vapi, Gujarat, India
• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category.
• Sources new bank customers through external individual efforts and acquisition channel.
• Ensures high levels of customer service orientation and application of bank policy.
• Cross sells bank products to existing set of customers.
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Plans and conducts special sales initiatives and events for prospective and existing clients.
• Coordinates with other group companies to provide seamless access to other products.
• Maintains complete relationship record for assigned customer accounts.
• Sources new bank customers through external individual efforts and acquisition channel.
• Ensures high levels of customer service orientation and application of bank policy.
• Cross sells bank products to existing set of customers.
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Plans and conducts special sales initiatives and events for prospective and existing clients.
• Coordinates with other group companies to provide seamless access to other products.
• Maintains complete relationship record for assigned customer accounts.
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