Relationship Manager CASA

SkillLabs

Job Location:

Mohali - India

Monthly Salary: Not Disclosed

Posted on: 4 hours ago

Vacancies: 1 Vacancy

Job Summary

CASA Sales Relationship Manager Roles & Responsibilities

1. Business Development

Acquire new customers for CASA (Current Account & Savings Account) products
Generate leads through field visits referrals and cold calling
Build and maintain a strong sales pipeline

2. Customer Relationship Management

Develop long-term relationships with customers
Understand client needs and provide suitable banking solutions
Ensure high customer satisfaction and retention

3. Revenue Generation

Achieve monthly and quarterly CASA targets
Cross-sell banking products like:
- Insurance
- Loans (Personal Business LAP)
- Credit Cards
- Investment products

4. Portfolio Management

Manage and grow an existing portfolio of customers
Increase account balances and transaction volumes
Monitor account activity and ensure profitability

5. Market & Area Mapping

Identify potential business opportunities in the assigned territory
Analyze competitor activities and market trends
Build strong local networks (DSA dealers corporates SMEs)

6. Compliance & Documentation

Ensure all KYC and documentation is complete and accurate
Follow banking norms policies and regulatory guidelines
Maintain proper records of client interactions

7. Coordination & Reporting

Coordinate with internal teams (operations credit product teams)
Prepare daily/weekly sales reports
Update CRM systems regularly

8. Customer Service

Handle customer queries and resolve issues promptly
Ensure smooth onboarding and account activation

CASA Sales Relationship Manager Roles & Responsibilities 1. Business Development Acquire new customers for CASA (Current Account & Savings Account) products Generate leads through field visits referrals and cold calling Build and maintain a strong sales pipeline 2. Customer Relationship Manage...