Urgent Opening -Relationship Manager-CASA - Lucknow

Role & responsibilities

• Acquisition of high-net-worth customers in the mapped geography.
• To know & offer various banking products to both individuals and institutional set of customers.
• To be the subject matter expert representative face of DCB BANK for the HNW banking segment.
• Individual role with New-to-bank customer acquisition responsibility for Liability and other banking products
• Work as the link of communication between key customers and internal teams
• Track & achieve of allocated goal sheet targets and performance benchmarks as per units business objectives
• Understand various banking products and processes for both individual and institutional customer segments.
• Monitor operational compliances & maintain business MIS thereof

Preferred candidate profile

• Should have done HNW customer acquisition role before
• High sales orientation/ relationship skills
• Understanding of banking products and services
• Excellent communication (both verbal and written) skills in both English and the local language
• Able to manage complex client situations & multi-tasking
• Strength to handle pressure and meet deadlines
• Ability to engage and manage all hierarchies incl CXOs / Senior leadership team of Institutional segments.

Experience of regulatory guidelines and norms will be great advantage