Retail CASA Relationship Manager

Job description

Role & responsibilities • Acquiring new premium and above segment Customer. • Regularly interact with mapped customer to build rapport and understand the profile. • Basis of profile, a contact plan should be drawn and customer contacted. • Enhancing customer wallet size. • Ensuring that customers make us their primary bank. • Ensure that optimal level of income generation reached from TPP. • Retain the customers via the experience offered. • Increase liabilities size of relationship. • Penetration of all products across family accounts as per profile & requirements. • Lead generation of cross sell products. • Disseminating product information. • Ensure quality customer service is delivered. • Recording compliant as per the specified process. • Preventive complaint management. • Promoting all direct banking channels and ensuring that customer is utilizing the same. • Ensure proper handover of customers in case of transfer of portfolios. • Ensure certifications of documentation required for opening and maintaining customer accounts. • Error free documentation for all account opening and all customer instructions. • Ensure KYC norms are adhered to all points of time. Preferred candidate profile EDUCATIONAL QUALIFICATIONS & CERTIFICATIONS UG: Any Graduate - Any Specialization PG: Any Postgraduate - Any Specialization RELEVANT JOB EXPERIENCE Minimum 3 years of relevant experience with Team Handling experience. SKILLS & COMPETENCIES • Excellent communication and listening skills • Good operational knowledge • Confidence and Presentation skills • Ability to analyse and research information Interested candidates can share their CV at: anamika.pandey@utkarsh.bank.in