Relationship Manager

Client Acquisition & Portfolio Growth

• Acquire new customers for CASA products
• Build and expand the customer portfolio
• Drive book building initiatives to enhance portfolio value
• Achieve monthly and quarterly acquisition targets

Relationship Management

• Develop and maintain strong relationships with existing clients
• Understand customer financial needs and recommend suitable banking products
• Ensure high levels of customer satisfaction and retention

Revenue Generation

• Cross-sell and upsell banking and investment products
• Increase wallet share from existing customers
• Contribute to branch revenue and business growth

Operational & Compliance Support

• Ensure adherence to banking policies and regulatory guidelines
• Maintain proper documentation and KYC compliance
• Coordinate with internal teams for seamless service delivery