Relationship Manager - CASA - Hyderabad

Mintskill HR Solutions LLP; Hyderabad; On-site; INR 600,000 - 800,000; Full time

Job summary

A financial services firm is seeking a professional to handle a portfolio of High Net-worth Individual (HNI) customers in Hyderabad. This role involves cross-selling various banking products based on client needs and maintaining customer relationships to enhance portfolio value. The ideal candidate will have experience in revenue generation and customer acquisition while achieving revenue targets. Strong advisory skills and customer interaction are essential for success in this position.

Qualifications

• Experience in revenue generation and customer acquisition.
• Strong customer retention strategies.
• Efficiency in cost management through process optimization.

Responsibilities

• Handle portfolio of HNI customers and cross-sell products.
• Regularly interact with customers to build rapport.
• Achieve monthly and yearly revenue targets.

Job description

• To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
  
• Liability Product selling, education on product features
  
• Acquire new customers through referrals from existing customers who meet product criteria
  
• Regular interaction with the customer to build rapport to understand and update the profile.
  
• Enhance the Overall value/book size of the portfolio
  
• Maintain the overall quality / hygiene parameters of the portfolio
  
• Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
  
• Joint calls being done along with Supervisor as per defined process
  
• Advisory services to be offered based on the customers requirement.
  
• Attrition control of customers
  
• Achieving MTD and YTD Revenue Targets
  
• Achievement of income plans and other benchmarks within portfolio
  

Requirements

• Revenue Generation, CustomerAcquisition, Customer Retention, Cost Efficiency Through Process