Relationship officer - CASA

Roles & Responsibilities
Generate new leads and acquire customers through field visits, references, and market activities.
Build and maintain strong relationships with existing and potential customers.
Understand customer requirements and recommend suitable financial products.
Explain product features, eligibility, documentation, interest rates, and repayment terms.
Collect and verify customer KYC and required documents.
Coordinate with Credit, Operations, and other internal teams for smooth application processing.
Follow up with customers from lead generation to disbursement.
Achieve monthly sales and business targets.
Maintain regular follow-ups with customers and ensure good customer service.
Identify new business opportunities and expand the customer base.
Requirements
Graduate in any discipline.
1–3 years of experience in sales/relationship management, preferably in Banking/NBFC/BFSI.
Good communication and customer-handling skills.
Strong sales and negotiation skills.
Willingness to travel for field work.
Target-oriented and self-motivated approach.

Work arrangement
No