- Client Acquisition: Source current CASA accounts through open-market sourcing, corporate tie-ups, cold calling, and referrals.
- Portfolio Management: Manage and expand relationships with mapped clients to maximize customer lifetime value and wallet share.
- Cross-Selling: Pitch and sell additional financial productssuch as fixed deposits, mutual funds, insurance, credit cards, and retail loans.
- Customer Engagement: Conduct regular financial check-ups, address grievances promptly, and ensure superior service standards.
- Compliance & KYC: Ensure strict adherence to banking regulations, KYC/AML (Anti-Money Laundering) norms, and internal bank policies during onboarding.
- Target Achievement:



Meet and exceed specific monthly and quarterly business targets regarding account volume, balance growth, and cross-selling revenue.

Core Requirements

- Education: Graduate or Post-Graduate degree in business, marketing, finance, or a related field.
- Experience: Typically 1 to 6 years of experience in retail branch banking, portfolio management, or front-line financial sales.
- Skills: Strong sales and negotiation skills, excellent communication,

Interested candidates can send their resume on below email id

[email protected]

Contact @(phone hidden)

Aakriti

📌 Relationship Manager-CASA (Chennai)
🏢 V-Konnect
📍 Chennai