To acquire and manage customer relationships for NRI and domestic clients while driving CASA growth and cross-selling third-party (TPP) investment and insurance products. The role focuses on deepening relationships, increasing wallet share, and ensuring excellent customer service standards.
Roles & Responsibilities:
Acquire new customers for
CASA (Current and Savings Accounts)
and NRI accounts through various channels.
Manage and grow the
existing NRI and HNI portfolio
, ensuring strong relationship management and retention.
Cross-sell
third-party products (TPP)
such as Mutual Funds, Insurance, Demat, and Investment services to maximize revenue per client.
Drive branch-level CASA and TPP business targets with a focus on
quality acquisition and product penetration
.
Maintain regular client engagement through calls and visits to understand financial needs and offer suitable banking solutions.
Coordinate with operations and product teams for smooth customer onboarding and service delivery.
Ensure adherence to
compliance, KYC, and regulatory guidelines
in all customer interactions.
Track portfolio performance, identify opportunities for deepening, and report progress to branch leadership.
Key Skills & Competencies:
Strong knowledge of
CASA, NRI banking products, and third-party investments (Mutual Funds, Insurance)
.
Excellent communication and relationship management skills.
Sales-driven mindset with focus on
quality acquisition and client satisfaction
.
Ability to work closely with internal teams and deliver results within timelines.
Qualification & Experience:
Graduate / Postgraduate (
MBA preferred
).
2-6 years of experience
in Banking, Financial Services, or NRI Relationship Management.
Experience in
CASA sourcing and TPP cross-sell
is mandatory.
Interested candidates can share thier resume on neha.pawar@huntsmenbarons.con or Whatsapp on 9109961225.
Job Type: Full-time
Pay: ₹700,000.00 - ₹1,000,000.00 per year
Work Location: In person
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