Job Description
Job Requirements
About the Role
The Relationship Manager – First Wealth is responsible for managing a portfolio of high-value clients, ensuring superior service delivery, and driving cross-sell opportunities. The role focuses on building CASA (Current Account Savings Account) balances, acquiring new clients, and enhancing product penetration per customer. Additionally, the role involves handling routine banking transactions, managing branch cash operations, and ensuring compliance with internal and regulatory guidelines.
Key Responsibilities
Primary Responsibilities
About the Role
The Relationship Manager – First Wealth is responsible for managing a portfolio of high-value clients, ensuring superior service delivery, and driving cross-sell opportunities. The role focuses on building CASA (Current Account Savings Account) balances, acquiring new clients, and enhancing product penetration per customer. Additionally, the role involves handling routine banking transactions, managing branch cash operations, and ensuring compliance with internal and regulatory guidelines.
Key Responsibilities
Primary Responsibilities
- Drive CASA value build-up and acquire new clients as per branch targets.
- Engage effectively with clients (100% customer met in a quarter) to identify needs and cross-sell suitable banking products.
- Responsible for achieving Income Targets, both NII & NFI
- Increase product holding per customer within...
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