Relationship Manager Royal CASA
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Job Location:
Monthly Salary:
Posted on:
7 hours ago
Vacancies:
1 Vacancy
Job Summary
The Relationship Manager (Royal) in Retail Branch Banking is responsible for acquiring and managing affluent/premium customers while driving CASA growth and cross-selling banking products. The role focuses on relationship management revenue generation and achieving branch sales targets.
Key Responsibilities CASA Acquisition & Growth- Acquire new CASA customers (Current Account & Savings Account)
- Increase branch CASA book through customer sourcing and referrals
- Deepen relationships with existing customers to improve balances
- Drive activation and retention of accounts
- Manage portfolio of Royal/Preferred customers
- Provide personalized banking solutions and priority servicing
- Maintain long-term customer relationships for higher wallet share
- Act as a single point of contact for premium customers
- Cross-sell banking products:
- Insurance
- Mutual funds
- Fixed deposits
- Credit cards
- Personal/Home/Business loans
- Forex and wealth products
- Generate revenue through product penetration
- Source customers through:
- Branch walk-ins
- References
- Corporate activities
- Local market visits
- Networking
- Conduct customer meetings and sales pitches
- Ensure KYC and regulatory compliance
- Maintain proper documentation
- Follow banking policies and audit requirements
- Strong sales and relationship-building skills
- CASA sales knowledge
- Communication and negotiation ability
- Customer handling and service orientation
- Target-driven mindset
- Understanding of retail banking products
The Relationship Manager (Royal) in Retail Branch Banking is responsible for acquiring and managing affluent/premium customers while driving CASA growth and cross-selling banking products. The role focuses on relationship management revenue generation and achieving branch sales targets.
