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Increase CASA balances through deepening existing relationships or acquiring new-to-bank (NTB)
customers.
Drive growth in liabilities and retail asset products.
Identify potential problem accounts proactively and implement risk mitigation strategies.
Manage transitions of customers between various segments, sub-segments, and HNI business groups to
ensure alignment with service capabilities.
Enhance portfolio profitability by promoting and managing customer migration to electronic and multichannel banking platforms.
Develop, manage, and expand customer relationships by delivering exceptional service tailored to the
expectations of HNI clients.
Ensure all sales and client interactions are documented in the CRM system according to organizational
guidelines.
Conduct detailed client profiling to identify and capture business opportunities.
Inform customers about new or enhanced banking and investment products to strengthen and expand their
relationships with the bank.
Leverage insights from client profiles and market trends to develop strategies for attracting and retaining
customers.
Minimum 3+ years of experience in CASA sales/ portfolio management from banks.
Excellent communication, interpersonal, and relationship management skills.
Strong knowledge of banking products and services, and the local market.
Ability to work under pressure and meet deadlines.
Willingness to travel and visit customers as required.
