About the role

Relationship Manager - Retail Liabilities & CASA

Job Summary:

The Relationship Manager for Retail Liabilities & CASA (Current Account Savings Account) is a pivotal role focused on driving growth and fostering relationships with retail clients. This position will significantly impact the organization’s portfolio by responsible for acquiring new clients, enhancing existing relationships, and promoting tailored financial solutions.

Key Responsibilities:

Develop and implement strategies to acquire new retail liability accounts and drive CASA growth.
Build and nurture relationships with clients to understand their financial needs and provide customized banking solutions.
Conduct market research to identify trends and opportunities in the retail banking sector.
Collaborate with cross-functional teams to enhance product offerings and service delivery.
Provide exceptional customer service by promptly addressing client inquiries and resolving any issues.
Prepare and present financial proposals to clients, ensuring alignment with their goals and needs.
Regularly monitor client accounts and performance metrics to track satisfaction and engagement levels.

Requirements:

Bachelor's degree in Finance, Business Administration, or a related field.
Minimum of 3 years of experience in retail banking or financial services, with a focus on liabilities and CASA.
Strong understanding of banking products, credit policies, and market dynamics.
Exceptional interpersonal and communication skills to effectively engage with clients.
Ability to analyze financial statements and market data to drive decision-making processes.
Proficient in CRM software and Microsoft Office Suite.
Demonstrated ability to meet and exceed sales targets while maintaining client satisfaction.

Preferred Qualifications:

Master's degree in Finance or an MBA with a specialization in Banking.
Certification in Banking or Financial Services (e.g., Chartered Banker, CFI, etc.).
Experience with digital banking solutions and technology-driven customer engagement.
Proven track record in business development and strong networking skills in the retail banking sector.
Fluency in multiple languages, particularly in languages relevant to the client base.

Benefits:

Competitive salary with performance-based bonuses.
Comprehensive health, dental, and vision insurance packages.
Retirement savings plan with employer matching contributions.
Opportunity for professional development and training programs.
Flexible working hours and the possibility of remote work arrangements.
Employee engagement activities and wellness programs.
Discounted banking products and referral bonuses for successful client acquisitions.

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RM CASA