Relationship officer- CASA

Kolkata - India

Monthly Salary: Not Disclosed

Posted on: 12 hours ago

Vacancies: 1 Vacancy

Job Summary

Customer Service & Relationship Management

Handle walk-in customers and resolve service-related queries and complaints
Manage key retail and HNI customer relationships
Ensure high levels of customer satisfaction and service quality
Cross-sell banking products based on customer needs

3. Sales & Business Development

Drive sales of CASA FD RD loans credit cards and third-party products
Achieve individual and branch sales targets
Lead local marketing activities and customer acquisition campaigns
Support digital banking adoption among customers

4. Compliance & Risk Management

Ensure adherence to KYC AML and regulatory guidelines
Monitor audit compliance and close audit observations on time
Minimize operational risk and prevent fraud
Maintain proper documentation and process controls

5. Team Handling & Support

Supervise and guide branch staff CSOs and tellers
Provide on-the-job training and performance feedback
Ensure staff productivity and discipline
Act as the branch-in-charge in the absence of the Branch Manager

6. Reporting & MIS

Prepare and review daily weekly and monthly MIS reports
Track branch performance sales productivity and service TAT
Share insights with Branch Manager for business improvement

Customer Service & Relationship Management Handle walk-in customers and resolve service-related queries and complaints Manage key retail and HNI customer relationships Ensure high levels of customer satisfaction and service quality Cross-sell banking products based on customer needs 3. Sal...