Relationship Manager - CASA

The Relationship Manager – CASA is responsible for acquiring new customers, increasing CASA deposits, managing customer relationships, and driving cross-sales of banking products. The role focuses on business development, portfolio management, and delivering excellent customer service while achieving sales targets.

Key Responsibilities

• Acquire new CASA customers through referrals, field visits, and market sourcing.
• Generate and manage Current Account and Savings Account business.
• Build and maintain strong relationships with existing and prospective customers.
• Cross-sell banking products such as FD, Insurance, Credit Cards, Loans, and Investment products.
• Achieve monthly and quarterly business targets for CASA and cross-sales.
• Ensure smooth customer onboarding and account activation.
• Provide prompt resolution to customer queries and service requests.
• Maintain portfolio hygiene and ensure compliance with KYC/AML guidelines.
• Conduct regular customer meetings to identify business opportunities and deepen relationships.
  
  

Eligibility

• Graduate in any discipline (MBA preferred).
• 2–4 years of experience in CASA Sales, Retail Banking, or Relationship Management.
• Strong communication, sales, and customer relationship skills.
• Ability to work in a target-driven environment.
  
  

Key Skills

• CASA Acquisition
• Relationship Management
• Cross-Selling
• Portfolio Management
• Customer Service
• Sales & Business Development
• Banking Product Knowledge