Verified Job
Accounting - Finance
Portfolio Relationship Manager CASA Manager
Accounting - Finance
#381490
Remote / WFH
Job Description
• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category.
• Sources new bank customers through external individual efforts and acquisition channel.
• Ensures high levels of customer service orientation and application of bank policy.
• Cross sells bank products to existing set of customers.
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Plans and conducts special sales initiatives and events for prospective and existing clients.
• Coordinates with other group companies to provide seamless access to other products.
• Maintains complete relationship record for assigned customer accounts.
• Sources new bank customers through external individual efforts and acquisition channel.
• Ensures high levels of customer service orientation and application of bank policy.
• Cross sells bank products to existing set of customers.
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Plans and conducts special sales initiatives and events for prospective and existing clients.
• Coordinates with other group companies to provide seamless access to other products.
• Maintains complete relationship record for assigned customer accounts.
