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Relationship Manager - CASA

Relationship Manager - CASA

Skill Lab Services
Fresher
Not Disclosed
Early Applicant
  • Posted 12 hours ago
  • Be among the first 10 applicants

Job Description



  • CASA Acquisition & Sales
    • Acquire new Current Account and Savings Account (CASA) customers.
    • Source customers through field visits, references, and branch leads.
    • Achieve monthly/quarterly CASA targets for account opening and balances.
  • Customer Relationship Management
    • Build and maintain long-term relationships with retail, HNI, and business clients.
    • Act as a single point of contact for customer banking needs.
    • Ensure high customer satisfaction and service quality.
  • Cross-Selling & Revenue Generation
    • Cross-sell banking products such as FD/RD, insurance, mutual funds, credit cards, loans, and digital banking products.
    • Increase fee income and product penetration per customer.
  • Account Management
    • Monitor account balances, transaction volumes, and average monthly balance (AMB).
    • Reduce account dormancy and improve account activation.
    • Support customers with account-related queries and services.

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