Relationship Leader - CASA
Relationship Leader - CASA
Skill Lab Services- Posted 15 hours ago
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Job Description
Relationship Leader
Roles & Responsibilities
Roles & Responsibilities
- Manage and lead a team of Relationship Managers/Officers.
- Drive team performance and achieve monthly business targets.
- Guide the team in lead generation, customer acquisition, and sales activities.
- Monitor daily team performance, productivity, and conversion ratios.
- Handle customer relationships and support the team in resolving escalations.
- Develop new business opportunities through market visits, references, and existing customers.
- Ensure proper follow-up on leads and timely closure of sales.
- Train, coach, and motivate team members to improve performance.
- Coordinate with internal departments for smooth processing and service delivery.
- Ensure adherence to company policies, KYC, and compliance requirements.
- Prepare regular sales and performance reports for management.
- Graduate in any discipline.
- 3–6 years of experience in banking/NBFC/financial services.
- Prior experience in team handling and sales is mandatory.
- Strong leadership, communication, and customer-handling skills.
- Target-oriented with good team management abilities.
- Knowledge of banking/financial products preferred.
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