Relationship Officer CASA

Job Description: Relationship Manager Banking Sector

Position: Relationship Manager
Industry: Banking / Financial Services

Job Summary:
A Relationship Manager is responsible for building and maintaining strong relationships with customers understanding their financial needs and providing suitable banking products and services. The role focuses on customer satisfaction business development and achieving sales targets.

Key Responsibilities:

• Build and maintain strong relationships with existing and potential customers.

• Understand customer financial requirements and recommend suitable banking products such as savings accounts loans investments insurance and other services.

• Acquire new customers and expand the customer base through networking and referrals.

• Handle customer queries resolve complaints and ensure a smooth banking experience.

• Achieve assigned sales targets for various banking products and services.

• Cross-sell and up-sell banking products based on customer needs.

• Conduct regular follow-ups with customers to improve customer retention.

• Maintain customer records and ensure proper documentation and compliance with banking policies.

• Coordinate with internal teams for loan processing account services and other customer requirements.

• Stay updated with market trends and competitor offerings.

Skills Required:

• Good communication and interpersonal skills

• Customer relationship management skills

• Sales and negotiation abilities

• Knowledge of banking products and services

• Problem-solving and decision-making skills

• Ability to achieve targets under pressure

• Basic knowledge of financial products and regulations

Qualification:
Bachelors degree in Business Administration Finance Economics Commerce or related field (MBA preferred for some roles).

Experience:
Experience in sales banking or customer service is preferred.

Key Performance Indicators (KPIs):

• Customer acquisition and retention

• Achievement of sales targets

• Customer satisfaction levels

• Cross-selling performance

• Quality of service provided