Job highlights

- Experience in CASA sales and retail liabilities with skills in HNI client handling and portfolio management
- Drive new customer acquisition, expand retail banking base, manage client relationships, achieve sales targets, and maintain compliance documentation
- New Customer Acquisition: Drive active sourcing and opening of recent Current Accounts and Savings Accounts (CASA).
- Business Development: Identify new market opportunities, expand the retail banking customer base, and promote liability products.
- Relationship Management: Build and maintain long-term relationships with clients to deliver customer-centric service and retain accounts.
- Sales & Targets: Achieve individual and regional sales targets for retail banking products and related financial services.
- Reporting & Documentation: Maintain accurate records of sourced business, client interactions, and adherence to bank compliance guidelines

📌 Relationship Manager (Mumbai)
🏢 Dream Solution Indore
📍 Mumbai