Relationship Manager - CASA

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