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Key Account Manager ( CASA)

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

1 - 8 years
Posted: 2018-12-27

Industry
Banking/Financial Services
Insurance
Function
Banking, Insurance & Financial Services
Role
Relationship Manager
Posted On
27th Dec 2018
Job Ref code
KAM- CASA
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.

Responsibilities:-

• 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

customers.

• Should have good knowledge of liability products.

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

Requirements:-

• 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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