Responsible for acquiring and managing premium / high-value customers, increasing CASA portfolio, and driving revenue through cross-selling banking products.
Key Responsibilities
• Acquire recent high-value Current Account & Savings Account (CASA) customers through market sourcing and references.
• Manage and deepen relationships with premium / royal banking customers.
• Achieve CASA, TPP, and revenue targets assigned by the bank.
• Cross-sell products such as Insurance, Mutual Funds, FD, Credit Cards, Loans, Forex, etc.
• Ensure customer onboarding, activation, and portfolio growth.
• Maintain strong customer engagement and provide superior service experience.
• Generate leads through field visits, networking, and references.
• Ensure compliance with KYC, AML,
and bank policies.
• Coordinate with internal teams for customer servicing and issue resolution.
• Maintain portfolio quality and achieve monthly business targets.
Eligibility
• Graduate / Post Graduate preferred.
• Experience in Banking / CASA / Liabilities / Relationship Management preferred.
• Strong communication and sales skills.
• Knowledge of banking products and customer handling.