03 Oct
|
SUDHMURA SERVICES PRIVATE
|
Delhi
03 Oct
SUDHMURA SERVICES PRIVATE
Delhi
Role Purpose The primary objective of a CASA Relationship Officer is to acquire current customers to open Current Accounts (CA) and Savings Accounts (SA). These accounts provide banks with low-cost or zero-interest funds, which are critical to improving the bank's profitability and CASA ratio. 2. Key Responsibilities
- Recent Customer Acquisition: Identifying potential clients, conducting field visits, and doing local market mapping to source new-to-bank (NTB) customers.
- Portfolio Management: Nurturing relationships with existing retail or corporate customers to deepen their banking ties.
- Cross-Selling: Pitching other financial products such as Fixed Deposits (FD), Mutual Funds, Insurance policies, and Loans.
- Compliance & KYC: Ensuring clean documentation, adherence to anti-money laundering (AML) guidelines, and completing regulatory Know Your Customer (KYC) mandates during account onboarding
📌 Hiring Bank Officer,RO,RM for leading Pvt Bank (Delhi)
🏢 SUDHMURA SERVICES PRIVATE
📍 Delhi