- Manage a portfolio of premium banking customers and provide personalized banking services.
- Build strong customer relationships through regular engagement and financial needs analysis.
- Ensure a high level of customer satisfaction and retention.
2. Business Development & Acquisition
- Acquire recent premium banking customers through references, networking and market activities.
- Grow the existing customer portfolio and increase customer engagement.
- Identify opportunities to expand the banking relationship with existing customers.
3. Sales & Cross-Selling
- Drive sales of Savings Accounts, Current Accounts, Fixed Deposits, Mutual Funds, Insurance, Loans and Credit Cards.
- Cross-sell banking and third-party financial products based on customer requirements.
- Achieve monthly and quarterly business targets.
4. Portfolio & Revenue Management
- Increase CASA balances, deposits and investment portfolio.
- Improve portfolio profitability through effective relationship management.
- Generate revenue through banking products and third-party product sales.
- Minimize customer attrition through proactive engagement.
5. Customer Service & Compliance
- Handle customer queries and coordinate with internal departments for timely resolution.
- Ensure compliance with KYC, AML and internal banking policies.
- Maintain high standards of customer service and operational excellence.
Desired Candidate Profile
- Experience in Retail Banking / Branch Banking / Relationship Management.
- Strong exposure to handling premium or affluent banking customers.
- Good knowledge of CASA, Savings Accounts, Current Accounts, Fixed Deposits and Third-Party Products.
- Experience in cross-selling Mutual Funds, Insurance, Loans and Credit Cards.
- Proven ability to achieve business targets and generate revenue.
- Excellent communication, relationship management and customer acquisition skills.
- Strong customer servicing and portfolio management capabilities.
Interested candidates can apply with their updated resume. Shortlisted candidates will be contacted for further interview discussions. or call or WhatsApp - (phone hidden)