Job Description
• Managing the banking and investments relationship clients 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,
• Manage customer migration between segments, sub-segments and the HNI business.
• 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
• Ensure all sales activity is recorded online as per the organizational process (CRM)
• Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM
• Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer,
• Manage customer migration between segments, sub-segments and the HNI business.
• 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
• Ensure all sales activity is recorded online as per the organizational process (CRM)
• Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | Retail CASA Liabilities |Manager position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
