Relationship Manager - CASA

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Job Description

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.