Job Description
We are hiring BO-CASA/CA & RM-CASA/CA,SM-CASA/CA for leading Pvt Bank.
Location: Delhi NCR
Budget: Up to 12 LPA + Other Benefits
RM_Requirements:Graduation with 4-8 yrs of experience in retail Banking
Financial
Responsibilities:
The RM is accountable for
a portfolio of High Net worth Clients, integrating and coordinating all Banks
Group products, services and resources in order to maximize the value of the
business relationship and ensure profitability for the Bank and the Client
Managing the banking and investments relationship .
and responsible for overall growth of Liabilities & Investment business from
HNI segment.
Increase CASA balance in allocated portfolio either through Deepening or
Acquisition of NTB Royale Customer,
Proactively and timely identifies potential problem accounts and formulates
appropriate risk
Mitigating strategies.
Manage customer migration between segments, sub-segments and the
HNI business.
Grow portfolio profitability through the utilization of available multi-channel
delivery strategies, such as actively managing customer migration onto
electronic banking channels.
Develop, manage, and expand Au Royale customer relationships by
providing service level which exceeds client expectations of most important
customer segment
Ensure all sales activity is recorded online as per the organizational
process (CRM)
Develops new and expands existing High Net worth Customer relationships
for liabilities and retail assets
Informs customers about new products or product enhancements to further
expand the banking relationship
Capture and maximize the business opportunity through detailed client
profiling as per organizational process (CRM)
BO- CASA/CA _ Need 1-5 yrs sales exp in the BFSI industry.
Share CV at (whatsapp)/murari@sudhmura.com
Location: Delhi NCR
Budget: Up to 12 LPA + Other Benefits
RM_Requirements:Graduation with 4-8 yrs of experience in retail Banking
Financial
Responsibilities:
The RM is accountable for
a portfolio of High Net worth Clients, integrating and coordinating all Banks
Group products, services and resources in order to maximize the value of the
business relationship and ensure profitability for the Bank and the Client
Managing the banking and investments relationship .
and responsible for overall growth of Liabilities & Investment business from
HNI segment.
Increase CASA balance in allocated portfolio either through Deepening or
Acquisition of NTB Royale Customer,
Proactively and timely identifies potential problem accounts and formulates
appropriate risk
Mitigating strategies.
Manage customer migration between segments, sub-segments and the
HNI business.
Grow portfolio profitability through the utilization of available multi-channel
delivery strategies, such as actively managing customer migration onto
electronic banking channels.
Develop, manage, and expand Au Royale customer relationships by
providing service level which exceeds client expectations of most important
customer segment
Ensure all sales activity is recorded online as per the organizational
process (CRM)
Develops new and expands existing High Net worth Customer relationships
for liabilities and retail assets
Informs customers about new products or product enhancements to further
expand the banking relationship
Capture and maximize the business opportunity through detailed client
profiling as per organizational process (CRM)
BO- CASA/CA _ Need 1-5 yrs sales exp in the BFSI industry.
Share CV at (whatsapp)/murari@sudhmura.com
💡 Quick Summary
Seeking a career-building opportunity? The Hiring BO/RM for leading Bank position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
