CASA Portfolio ManagerSynergy Plus Business Consulting Group • Pune, Republic Of India, IN
CASA Portfolio Manager
Synergy Plus Business Consulting Group • Pune, Republic Of India, IN
7 hours ago
Job description
Key Responsibilities
- Acquire new CASA (Current & Savings Account) customers through field visits, leads, and referrals.
- Manage and grow relationships with existing CASA clients .
- Cross-sell banking products such as FD / RD, insurance, loans, and investment products .
- Conduct customer onboarding, KYC verification, and ensure compliance.
- Achieve monthly acquisition and revenue targets .
- Provide excellent customer service and maintain long-term relationships.
Interested one pls share resume on recruiter4.spbcgroup@gmail.com
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Portfolio Manager • Pune, Republic Of India, IN
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