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Equitas Small Finance Bank

Relationship Manager CASA

Date Posted : 14th Jun 2022
14 applicant(s)
Junior (1 to 3 years)
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Ideal Candidate

  • Should have completed minimum 1 yr. in the current Job Role
  • Education: Any Graduate/Post Graduate/Professional Degree
  • Minimum 3 years of work experience in Retail Branch Banking
  • Knowledge of the Banking Industry and Financial Markets


  • 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 & Investment Advise
  • 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