Relationship Manager - CASA

SkillLabs; Sarangarh-Bilaigarh; On-site; INR 400,000 - 800,000; Full time

Job summary

SkillLabs Resource Services Pvt. Ltd. is seeking a banking professional to manage a portfolio of Preferred Banking clients in India.

You will build strong relationships with high-net-worth individuals and affluent clients, understand their needs, and recommend a wide range of financial solutions including savings, deposits, mutual funds, insurance, loans, and more. The role emphasizes cross-selling, achieving targets, and maintaining high-quality service.

Responsibilities

• Manage and grow a portfolio of Preferred Banking customers.
• Build strong relationships with high-net-worth and affluent clients.
• Identify customer needs and recommend suitable banking products, including savings accounts, fixed deposits, mutual funds, insurance, loans and other financial solutions.
• Generate business through cross-selling and upselling.
• Achieve assigned targets for deposits, investments, third-party products and customer acquisition.
• Ensure excellent customer service and long-term customer retention.
• Follow KYC, AML and other regulatory compliance requirements.

Job description

• Manage and grow a portfolio of Preferred Banking customers.
• Build strong relationships with high-net-worth and affluent clients.
• Identify customer needs and recommend suitable banking products, including savings accounts, fixed deposits, mutual funds, insurance, loans and other financial solutions.
• Generate business through cross-selling and upselling.
• Achieve assigned targets for deposits, investments, third-party products and customer acquisition.
• Ensure excellent customer service and long-term customer retention.
• Follow KYC, AML and other regulatory compliance requirements.