Relationship Executive

Year    UP, IN, India

Job Description

Job Overview



We are seeking a dynamic and customer-oriented

Retail Liabilities Officer

to drive acquisition and growth of CASA (Current Account & Savings Account), Term Deposits, and other liability products. The role involves customer acquisition, portfolio management, cross-selling of banking products, and ensuring superior customer service to build long-term relationships.

Key Responsibilities



Acquire new customers for CASA, Fixed Deposits, Recurring Deposits, and other retail liability products. Achieve assigned targets in terms of account openings, deposit mobilization, and cross-sell. Deepen relationships with existing customers to increase account balances and wallet share. Ensure compliance with KYC, AML, and all regulatory guidelines during customer onboarding. Generate referrals for wealth management, insurance, loans, and other banking products. Monitor and manage customer accounts to reduce dormancy and improve product penetration. Provide personalized banking solutions to clients while maintaining excellent service standards. Participate in promotional activities, branch events, and market mapping exercises to increase visibility.

Required Skills & Competencies



Strong sales and target orientation. Excellent communication, presentation, and interpersonal skills. Ability to understand customer needs and match with bank offerings. Knowledge of banking operations, KYC/AML guidelines, and retail liabilities products. Customer-centric mindset with relationship-building skills.

Eligibility Criteria



Education

: Graduate / Post-Graduate in any discipline (MBA/PGDM in Finance/Marketing preferred).

Experience

: 1-5 years in banking sales (CASA/Deposits preferred). Freshers with strong communication skills may be considered.

Age

: 21-35 years.

Compensation & Benefits



Competitive salary with attractive incentives. Performance-linked bonuses. Career growth opportunities within the bank. Employee benefits as per organizational policy.
Job Type: Full-time

Pay: ₹25,000.00 - ₹35,000.00 per month

Benefits:

Health insurance Provident Fund
Work Location: In person

Speak with the employer


+91 9896730666

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Job Detail

  • Job Id
    JD4344649
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    UP, IN, India
  • Education
    Not mentioned
  • Experience
    Year