Relationship Manager - CASA
Relationship Manager - CASA
Skill Lab Services- Posted 23 hours ago
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Job Description
CASA Sales Relationship Manager – Roles & Responsibilities
- Business Development
- Acquire new customers for CASA (Current Account & Savings Account) products
- Generate leads through field visits, referrals, and cold calling
- Build and maintain a strong sales pipeline
- Customer Relationship Management
- Develop long-term relationships with customers
- Understand client needs and provide suitable banking solutions
- Ensure high customer satisfaction and retention
- Revenue Generation
- Achieve monthly and quarterly CASA targets
- Cross-sell banking products like:
- Insurance
- Loans (Personal, Business, LAP)
- Credit Cards
- Investment products
- Portfolio Management
- Manage and grow an existing portfolio of customers
- Increase account balances and transaction volumes
- Monitor account activity and ensure profitability
- Market & Area Mapping
- Identify potential business opportunities in the assigned territory
- Analyze competitor activities and market trends
- Build strong local networks (DSA, dealers, corporates, SMEs)
- Compliance & Documentation
- Ensure all KYC and documentation is complete and accurate
- Follow banking norms, policies, and regulatory guidelines
- Maintain proper records of client interactions
- Coordination & Reporting
- Coordinate with internal teams (operations, credit, product teams)
- Prepare daily/weekly sales reports
- Update CRM systems regularly
- Customer Service
- Handle customer queries and resolve issues promptly
- Ensure smooth onboarding and account activation
More Info
Key Skills
Compliance Documentation
Cross-sell banking products
Market Area Mapping
Coordination Reporting
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