Role

Relationship Management

Responsibilities
Develop and maintain robust 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
Solid 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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