Relationship Manager - CASA

Roles & Responsibilities
Acquire new CASA customers by sourcing Current Account and Savings Account clients.
Generate leads through cold calling, referrals, field visits, and local market activities.
Build and maintain strong relationships with individual and business customers.
Achieve monthly, quarterly, and annual CASA acquisition and revenue targets.
Cross-sell banking products such as fixed deposits, insurance, mutual funds, credit cards, personal loans, and other retail banking products.
Increase customer engagement and improve account balances through regular follow-ups.
Conduct KYC verification and ensure compliance with all banking regulations and internal policies.
Handle customer queries and provide prompt resolution to ensure high customer satisfaction.
Identify customer financial needs and recommend suitable banking solutions.
Coordinate with branch operations and other internal teams for smooth account opening and service delivery.
Monitor portfolio performance and maintain healthy customer relationships to minimize account attrition.
Prepare daily sales reports, maintain accurate customer records, and update CRM systems.
Participate in branch marketing campaigns, customer meets, and promotional activities.
Stay updated on banking products, market trends, and competitor offerings.
Key Skills
Strong sales and relationship management skills
Excellent communication and negotiation abilities
Customer-centric approach
Knowledge of CASA products and retail banking
Cross-selling and business development
Target-oriented and result-driven
Problem-solving and interpersonal skills

Work arrangement
No