HNI Relationship Manager - CASA Portfolio Management Department Liabilities Branch Banking Experience Required Minimum 1 year Banking preferred Location As per branch requirement CTC As per industry standards Role Summary Responsible for acquiring and managing High Net-Worth Individuals HNI customers sourcing CASA accounts deepening relationships and managing the client portfolio to ensure revenue growth and service excellence Key Roles Responsibilities 1 HNI Client Acquisition Relationship Management Acquire new HNI customers through cold calls referrals and branch walk-ins Build and maintain strong relationships with premium clients Conduct regular client meetings to understand financial needs and provide suitable banking solutions Ensure high customer satisfaction and retention 2 CASA Acquisition Deepening Source high-value Current Accounts CA and Savings Accounts SA from HNI and SME clients Drive CASA growth through quality sourcing and cross-selling Ensure account activation funding and balance build-up 3 Portfolio Management Manage a portfolio of HNI customers with focus on balance growth cross-sell and service Analyze customer transaction patterns and identify opportunities for revenue enhancement Monitor portfolio health ensure compliance with KYC AML norms Offer suitable products FD RD Debit cards digital banking investments if mapped 4 Cross-Selling Revenue Generation Cross-sell bank products like insurance personal loans home loans credit cards and wealth products Achieve monthly targets for CASA revenue and cross-sell Increase product penetration for each customer 5 Service Compliance Deliver excellent customer service and quick resolution of customer queries Ensure all transactions follow bank policies audit guidelines and regulatory norms Complete periodic reviews documentation and compliance checks 6 Branch Coordination Coordinate with operations service and product teams for smooth onboarding and servicing Participate in branch activities sales events and local marketing campaigns Required Skills Competencies Minimum 1 year experience in banking sales CASA relationship management Strong communication presentation skills Ability to handle HNI clients professionally Valuable understanding of banking products CASA FD digital banking loans Target-driven customer-focused and proactive Educational Qualification Graduate or Post Graduate in any discipline MBA preferred

📌 Branch Relationship Manager (brm) - Hni Handling - Chennai (Tamil Nadu)
🏢 Green Start Jobs
📍 Tamil Nadu