01Role Overview
We are seeking an experienced Preferred Relationship Manager to drive CASA sales and manage high-value banking relationships. The ideal candidate should have a robust background in retail banking and portfolio management, with excellent communication and client engagement skills.
02Key Responsibilities
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Acquire and manage high-value CASA (Current & Savings Account) customers.
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Develop and maintain strong client relationships to drive business growth.
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Provide personalized financial solutions to customers and enhance portfolio value.
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Ensure cross-selling of banking products such as loans, insurance, and investment products.
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Drive customer engagement through regular interactions and portfolio reviews.
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Work closely with internal teams to ensure seamless service delivery.
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Achieve assigned sales targets and contribute to branch profitability.
Key
03Requirements
4-6 years of experience in Retail Banking.
Expertise in Portfolio Management and Relationship Building.
Strong knowledge of banking products and financial services.
Excellent communication, negotiation, and problem-solving skills.
Ability to drive sales targets and customer retention. .
04What you'll need
Programming languages
Retail BankingPortfolio ManagementRelationship BuildingBanking ProductsFinancial ServicesCommunicationNegotiationProblemsolving
05About MSPIRE VENTURES
BFSIIndustry
Full timeEmployment Type
AhmedabadLocation