Relationship Manager - CASA

Relationship Manager (RM) – Banking
Location: Jalandhar
Experience: 2–6 Years
Industry: Banking / Financial Services
Employment Type: Full-Time
Job Responsibilities
Manage and develop relationships with existing and new customers.
Acquire new customers through references, market visits, leads, and networking.
Handle banking products such as CASA, Current Account, Savings Account, Loans, Insurance, and Investment products.
Achieve assigned sales, revenue, and business targets.
Generate quality leads and convert them into business opportunities.
Cross-sell and up-sell relevant banking products to existing customers.
Ensure excellent customer service and maintain long-term client relationships.
Conduct regular customer meetings and market visits for business development.
Ensure proper documentation, KYC, and compliance as per bank policies.
Coordinate with internal teams for smooth processing and customer servicing.
Candidate Profile
Graduate in any discipline; MBA/PGDM will be an added advantage.
2–6 years of experience in banking, NBFC, financial services, or sales.
Good knowledge of banking products and customer acquisition.
Strong communication, negotiation, and relationship-management skills.
Target-oriented with a strong focus on business development.
Candidates with experience in CASA, Retail Banking, Business Banking, LAP, Personal Loan, or Cross-Selling will be preferred.
Key Skills
Relationship Management | Sales & Business Development | Customer Acquisition | CASA | Cross-Selling | Lead Generation | Banking Products | Market Visits | Target Achievement
Compensation
Salary: As per experience and industry standards + Incentives
Career Growth: Opportunity for growth within the banking sector.

Work arrangement
No