Relationship Manager - CASA
- Posted 12 hours ago
- Be among the first 10 applicants
Job Description
Key Responsibilities
- Acquire new customers for retail banking products such as Savings Accounts, Current Accounts, Fixed Deposits, and other liability products.
- Generate business through branch walk-ins, customer referrals, and market sourcing activities.
- Build and maintain strong relationships with existing customers to enhance customer satisfaction and retention.
- Cross-sell banking products including Insurance, Mutual Funds, Credit Cards, Personal Loans, and Home Loans.
- Achieve monthly, quarterly, and annual sales targets assigned by the bank.
- Identify customer financial needs and provide suitable banking solutions.
- Conduct customer meetings and regular follow-ups to generate business opportunities.
- Ensure compliance with bank policies, KYC norms, and regulatory guidelines.
- Coordinate with branch staff and other departments for smooth customer onboarding and service delivery.
- Resolve customer queries and provide prompt support to maintain high service standards.
- Maintain accurate records of sales activities, customer interactions, and business achievements.
- Monitor market trends and competitor activities to identify business opportunities.
- Strong sales and relationship management skills.
- Excellent communication and interpersonal abilities.
- Customer-focused approach with problem-solving skills.
- Knowledge of retail banking products and financial services.
- Target-oriented and result-driven mindset.
- Proficiency in MS Office and banking applications.
- Experience in Retail Banking, CASA Sales, Wealth Management, Insurance, or Financial Services Sales.
- Prior experience in customer acquisition and relationship management is preferred.
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