Relationship Manager - CASA

Job 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.