Relationship Manager - CASA

Key Roles And Responsibilities

• Customer Acquisition & Sales:
• Source new customers for Current Account and Savings Account (CASA) through various channels like cold calls, referrals, and walk-ins.
• Achieve monthly and quarterly CASA sales targets set by the bank.
• Cross-sell banking products such as FD, RD, insurance, mutual funds, and other retail assets.
• Relationship Management:
• Build and maintain strong relationships with high-value customers.
• Provide personalized banking solutions to enhance customer satisfaction and loyalty.
• Ensure high levels of customer service and query resolution.
• Portfolio Management:
• Manage and grow the portfolio of CASA customers.
• Monitor account activity to identify opportunities for cross-selling or risk management.
• Ensure zero leakage of income and maintain KYC and AML compliance.
• Branch Coordination:
• Work closely with the branch operations and service teams to ensure smooth customer onboarding.
• Participate in local marketing activities and branch-level campaigns to drive business.