Job Description
• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category.
• Sources new bank customers through external individual efforts and acquisition channel.
• Ensures high levels of customer service orientation and application of bank policy.
• Cross sells bank products to existing set of customers.
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Plans and conducts special sales initiatives and events for prospective and existing clients.
• Coordinates with other group companies to provide seamless access to other products.
• Maintains complete relationship record for assigned customer accounts.
• Sources new bank customers through external individual efforts and acquisition channel.
• Ensures high levels of customer service orientation and application of bank policy.
• Cross sells bank products to existing set of customers.
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Plans and conducts special sales initiatives and events for prospective and existing clients.
• Coordinates with other group companies to provide seamless access to other products.
• Maintains complete relationship record for assigned customer accounts.
💡 Quick Summary
Seeking a career-building opportunity? The Portfolio Relationship Manager | CASA |Manager position is now open for candidates interested in the Bank Jobs sector. This role in Vapi 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.
