Relationship Manager Royal - CASA

The Relationship Manager (Royal) in Retail Branch Banking is responsible for acquiring and managing affluent/premium customers while driving CASA growth and cross-selling banking products. The role focuses on relationship management, revenue generation, and achieving branch sales targets.

Key Responsibilities

CASA Acquisition & Growth

• Acquire new CASA customers (Current Account & Savings Account)
• Increase branch CASA book through customer sourcing and referrals
• Deepen relationships with existing customers to improve balances
• Drive activation and retention of accounts
  
  

Customer Relationship Management

• Manage portfolio of Royal/Preferred customers
• Provide personalized banking solutions and priority servicing
• Maintain long-term customer relationships for higher wallet share
• Act as a single point of contact for premium customers
  
  

Sales & Cross-Selling

• Cross-sell banking products:
• Insurance
• Mutual funds
• Fixed deposits
• Credit cards
• Personal/Home/Business loans
• Forex and wealth products
• Generate revenue through product penetration
  

Business Development

• Source customers through:
• Branch walk-ins
• References
• Corporate activities
• Local market visits
• Networking
• Conduct customer meetings and sales pitches
  

Compliance & Operations

• Ensure KYC and regulatory compliance
• Maintain proper documentation
• Follow banking policies and audit requirements
  
  

Required Skills

• Strong sales and relationship-building skills
• CASA sales knowledge
• Communication and negotiation ability
• Customer handling and service orientation
• Target-driven mindset
• Understanding of retail banking products The Relationship Manager (Royal) in Retail Branch Banking is responsible for acquiring and managing affluent/premium customers while driving CASA growth and cross-selling banking products. The role focuses on relationship management, revenue generation, and achieving branch sales targets.