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Key Account Manager ( CASA)

Keywords / Skills : sales, operations, CASA, portfolio, wealth, relationship

1 - 8 years
Posted: 2018-12-27

Banking/Financial Services
Banking, Insurance & Financial Services
Relationship Manager
Posted On
27th Dec 2018
Job Ref code
Job Description
!!!Greetings from BS Consultancy Services !!!

We are currently hiring for the position of Key Accounts Manager (CASA)

Location : Pune

Job Type : Permanent

Job Description:-

Primary skills : CASA, Retail Branch Banking, Relationship management, Operations, Portfolio management, Customer service, Cross Selling third party products, HNI Clients management.

100% Leads will be provided by the branch.


• Managing the High Net Worth customers of the Bank.

• Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

• Profiling Customers and provide financial products to meet customer needs.

• Ensuring the highest levels of service to the High Net Worth customers.

• Providing financial planning and Investment Advice.

• Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, credit Cards, Online trading etc.

• One point contact for all requirements of High Net Worth customers in the Branch Acquisition & Servicing of High Net Worth


• Should have good knowledge of liability products.

• Should have a good knowledge of third party products like mf, insurance.


• Education: Any Graduate/ Post Graduate/Professional Degree.

• Knowledge of the Banking Industry and Financial Markets.

• Good Relationship Management & service focus skills

• Good communication & Presentation skills.

• Interpersonal & Influential Skills.

If you find this interesting and in line with your career aspiration please share a copy of your updated resume on ([HIDDEN TEXT])

Or Call on :

anukrati : 7391054306

About Company

BS Consultants
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