Relationship Manager - First Wealth, CASA

RELATIONSHIP MANAGER – CURRENT ACCOUNT & First Wealth (Wealth Management)Function: Branch BankingExperience: 3+ Years

Location: BKC Naman, MargaonROLE OVERVIEWWe are looking for an experienced Relationship Manager – Current Account to manage an assigned client portfolio, drive superior customer service and generate business through CASA acquisition and cross-selling of banking products.KEY RESPONSIBILITIES

• Drive CASA value build-up and new client acquisition.
• Manage and engage mapped customers to identify cross-sell opportunities.
• Increase product holding per customer through relevant banking products.
• Profile customers and recommend suitable banking solutions.
• Drive onboarding for Mobile/Net Banking, Bill Pay, SIP, Insurance, Investment Solutions, Retail Loans and SME Loans.
• Achieve monthly operating plans and branch scorecard targets.
• Coordinate with Relationship Managers for closure of Business Loans, Working Capital, POS, CMS and Trade transactions.
• Ensure quick resolution of customer queries and complaints.
• Manage cash and non-cash transactions and branch vault operations.
• Maintain branch registers, reports, reconciliations and suspense accounts.
• Ensure compliance with bank policies, internal controls and regulatory guidelines.
• Support audits and ensure adherence to internal and external regulations.
• Deliver high-quality customer service and strengthen customer relationships.EDUCATIONGraduation: AnyPost-Graduation: AnyMANDATORY REQUIREMENT6+ years of relevant experience in banking/branch banking/current account relationship management.KEY SKILLSCASA | Current Account | Client Acquisition | Relationship Management | Cross Selling | Portfolio Management | Customer Engagement | Branch Banking | Retail Banking | SME Banking | Business Loans | Working Capital | POS | CMS | Trade Transactions | Cash Management | Customer Service | Banking Operations | Compliance