Role

Relationship Management

Responsibilities

- Develop and maintain strong relationships with assigned customer portfolio to drive customer satisfaction and loyalty
- Identify customer financial needs and recommend appropriate CASA (Current Account Savings Account) products and services
- Achieve sales targets for deposit products, credit facilities, and ancillary services
- Conduct regular account reviews and provide personalized financial advisory services
- Process account opening, maintenance, and closure requests in compliance with bank policies and regulatory requirements
- Cross-sell banking products including investment, insurance, and wealth management solutions
- Ensure compliance with Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations
- Maintain accurate and updated customer records and documentation
- Participate in branch activities and promotional campaigns to enhance customer acquisition
- Provide exceptional customer service and resolve inquiries or complaints promptly

Requirements





- Diploma or Bachelors degree in any discipline
- Strong interpersonal and communication skills
- Demonstrated ability to meet sales targets and drive business growth
- Knowledge of banking products, services, and regulatory requirements
- Proficiency in banking systems and Microsoft Office applications
- Customer-centric mindset with problem-solving abilities
- Ability to work independently and as part of a team
- Willingness to undergo training and career development

Location

Nandigama

Job Details

- Job: Relationship Management
- Schedule: Regular
- Employee Status: Full time

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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