Role & responsibilities

- Acquiring new premium and above segment Customer.
- Regularly interact with mapped customer to build rapport and understand the profile.
- Basis of profile, a contact plan should be drawn and customer contacted.
- Enhancing customer wallet size.
- Ensuring that customers make us their primary bank.
- Ensure that optimal level of income generation reached from TPP.
- Retain the customers via the experience offered.
- Increase liabilities size of relationship.
- Penetration of all products across family accounts as per profile & requirements.
- Lead generation of cross sell products.
- Disseminating product information.
- Ensure quality customer service is delivered.
- Recording compliant as per the specified process.
- Preventive complaint management.
- Promoting all direct banking channels and ensuring that customer is utilizing the same.
- Ensure proper handover of customers in case of transfer of portfolios.




- Ensure certifications of documentation required for opening and maintaining customer accounts.
- Error free documentation for all account opening and all customer instructions.
- Ensure KYC norms are adhered to all points of time.

Preferred candidate profile EDUCATIONAL QUALIFICATIONS & CERTIFICATIONS

UG: Any Graduate - Any Specialization

PG: Any Postgraduate - Any Specialization

RELEVANT JOB EXPERIENCE

Minimum 3 years of relevant experience with Team Handling experience.

SKILLS & COMPETENCIES

- Excellent communication and listening skills
- Positive operational knowledge
- Confidence and Presentation skills
- Ability to analyse and research information

Interested candidates can share their CV at: [email protected]

📌 Retail CASA Relationship Manager (Gurugram)
🏢 Utkarsh Small Finance Bank
📍 Gurugram