Leading Private Bank Pune, Maharashtra

Relationship Manager | CASA |Manager

Pune, mahrastra , India Bank Jobs Posted 10-Jul-2026
Actively Hiring Remote / WFH Full Time
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Job at a Glance

Category
Bank Jobs
Location
Pune, mahrastra , India
Job Type
Remote / WFH
Company
Leading Private Bank Pune, Maharashtra
Status
Open & Active

Job Description

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
• Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.
• Ensure quality of sourcing by acquiring Potential HNI / UHNI Clients.
• Acquiring and managing both business, individual (resident and NRI) clients.
• Increase product penetration and exit barriers, by cross- selling more number of products per client.
• Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.
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Job Details

Category Bank Jobs
Location Pune
Posted 2026-07-10 20:42:02
Type Remote / WFH
Status Active

Posted By

C
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