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 strong background in retail banking and portfolio management, with excellent communication and client engagement skills.
02Key Responsibilities
Acquire and manage high-value CASA (Current & Savings Account) customers.
Develop and maintain strong client relationships to drive business growth.
Provide personalized financial solutions to customers and enhance portfolio value.
Ensure cross-selling of banking products such as loans, insurance, and investment products.
Drive customer engagement through regular interactions and portfolio reviews.
Work closely with internal teams to ensure seamless service delivery.
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