Relationship Manager - CASA

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Job Description

Key Roles & Responsibilities

CASA Acquisition
Identify and acquire new customers for Current Accounts and Savings Accounts.
Conduct field visits, cold calls, and lead generation activities.
Explain product features, benefits, charges, and documentation requirements to customers.
Customer Onboarding
Ensure end-to-end account opening process: documentation, KYC checks, form filling, and activation.
Verify customer details as per bank compliance and regulatory guidelines.
Customer Relationship Management
Maintain strong relationships with existing CASA customers.
Cross-sell banking products (FD, RD, insurance, loans, credit cards, digital banking).
Resolve customer queries related to account transactions, digital channels, and service requests.
Branch Operations Support
Coordinate with operations team for smooth processing of customer requests.
Assist with cheque book issuance, passbook updates, debit card requests, and account servicing.
Ensure accuracy and adherence to banking guidelines.
Compliance & Risk Management
Follow RBI guidelines, KYC norms, AML policies, and internal audit standards.
Ensure proper documentation and avoid operational errors.
Sales Target Achievement
Achieve monthly CASA acquisition and revenue targets.
Track daily, weekly, and monthly performance and report to branch manager