Relationship Manager Royal - CASA
Relationship Manager Royal - CASA
Skill Lab Services- Posted 17 hours ago
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Job Description
Roles & Responsibilities – Relationship Manager (Royal CASA Sales)
- Acquire new High Net Worth (HNI) and affluent customers for Current Account and Savings Account (CASA) business.
- Build and maintain strong relationships with Royal/Privilege banking customers to increase customer engagement and retention.
- Drive CASA acquisition, liability growth, and portfolio expansion through customer sourcing and referrals.
- Cross-sell banking products such as Fixed Deposits, Insurance, Mutual Funds, Credit Cards, Loans, and Investment Products.
- Provide personalized financial solutions based on customer requirements and financial goals.
- Manage customer portfolios and increase wallet share by deepening existing relationships.
- Achieve monthly, quarterly, and annual sales and revenue targets.
- Ensure high-quality customer service and timely resolution of customer queries.
- Coordinate with branch operations and service teams for smooth customer onboarding and servicing.
- Maintain KYC, AML, and regulatory compliance while opening and managing customer accounts.
- Conduct market mapping, customer profiling, and lead-generation activities to identify new business opportunities.
- Prepare daily sales reports, maintain CRM records, and track portfolio performance.
- Relationship Management
- CASA Sales & Liability Products
- Customer Acquisition
- Cross-Selling
- Portfolio Management
- Communication & Negotiation
- Customer Service Orientation
- Target Achievement & Business Development
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