Key Responsibilities :
- Customer Acquisition : Source and acquire CASA, Savings, and Current Account customers, including HNI clients.
- Relationship Management : Manage HNI portfolios, handle client queries, and strengthen customer relationships.
- Branch Operations Support : Assist in operational activities, ensure proper documentation, and maintain branch banking standards.
- Product Promotion : Cross-sell financial products such as Fixed Deposits and other retail banking offerings.
- Authorization & Compliance : Ensure transaction authorization, adherence to banking policies, and regulatory compliance.
- Portfolio Management : Monitor and manage assigned customer portfolios to enhance business growth and retention.
- Reporting : Maintain accurate records and provide updates on acquisition and portfolio performance.
Skills Required
Casa, Saving Account, Retail Banking, HNI, Portfolio Management, Branch Operations