Relationship Manager - CASA
SkillLabs
- Acquire new CASA customers by sourcing Current Account and Savings Account clients.
- Generate leads through cold calling, referrals, field visits, and local market activities.
- Build and maintain strong relationships with individual and business customers.
- Achieve monthly, quarterly, and annual CASA acquisition and revenue targets.
- Cross-sell banking products such as fixed deposits, insurance, mutual funds, credit cards, personal loans, and other retail banking products.
- Increase customer engagement and improve account balances through regular follow-ups.
- Conduct KYC verification and ensure compliance with all banking regulations and internal policies.
- Handle customer queries and provide prompt resolution to ensure high customer satisfaction.
- Identify customer financial needs and recommend suitable banking solutions.
- Coordinate with branch operations and other internal teams for smooth account opening and service delivery.
- Monitor portfolio performance and maintain healthy customer relationships to minimize account attrition.
- Prepare daily sales reports, maintain accurate customer records, and update CRM systems.
- Participate in branch marketing campaigns, customer meets, and promotional activities.
- Stay updated on banking products, market trends, and competitor offerings.
- Strong sales and relationship management skills
- Excellent communication and negotiation abilities
- Customer-centric approach
- Knowledge of CASA products and retail banking
- Cross-selling and business development
- Target-oriented and result-driven
- Problem-solving and interpersonal skills