Relationship Officer - Relationship Manager (Retail Sales- Liability)
nextjobz · Marion County, IN · 1 wk ago
On-siteFinanceFull-time
About the role
Drive new customer acquisition and generate deposit growth from potential Retail, SME, and Corporate deposit customers. Maintain and improve TD & CASA deposit ratios, cross-sell company products (especially Bancassurance) to increase revenue, and conduct due diligence on client identities and funding sources when establishing relationships. Retain existing liability customers through quality service and uphold discipline, ethical standards, and compliance in all transactions.
Responsibilities
- Maintain and improve TD & CASA deposit ratio
- Cross-sell company products with focus on Bancassurance to increase revenue
- Conduct due diligence on clients’ identities and funding sources when establishing relationships
- Retain existing liability customers by providing quality service
- Report weekly/monthly business performance to the line manager
- Submit daily sales call reports to the supervisor
- Uphold discipline, ethical standards, and compliance in all transactions
- Deliver consistently high-level customer service to maintain a high degree of customer satisfaction
Requirements
- Bachelor of Commerce
Skills
- Retail banking
- Banking operations
- Core banking
- Customer service skills
- Client services
- Client retention
- New business development
- Customer service training
- Customer service
- Client relations
Last date of application: 18 September 2026