Branch Relationship Manager

SkillLabs; Patiala District; On-site; INR 500,000 - 750,000; Full time

Job summary

SkillLabs in Patiala, India, is seeking a Branch Relationship Manager (CASA Sales) to drive branch business by acquiring and managing CASA customers. You will lead efforts to achieve monthly targets, build relationships with individuals and SMEs, and promote a broad range of banking products.

Responsibilities include field activities, market mapping, and cross-selling loans, investments, and insurance while ensuring KYC/AML compliance and high customer service standards.

Qualifications

• Acquire new CASA customers through branch leads, referrals, and field activities.
• Achieve monthly and quarterly CASA sales targets.
• Cross-sell banking products and maintain KYC/compliance while opening accounts.

Responsibilities

• Acquire new customers for Current and Savings Accounts through branch leads, referrals, and field activities.
• Achieve monthly and quarterly CASA sales targets.
• Generate leads from walk-in customers, corporate visits, and local market mapping.
• Build and maintain relationships with individuals, SMEs, traders, and corporate clients.
• Promote banking products such as fixed deposits, debit cards, internet banking, mobile banking, insurance, and investment products.
• Increase account balances and CASA portfolio value.
• Cross-sell insurance, mutual funds, and loans.
• Conduct customer meetings and field visits to source new business.
• Ensure high levels of customer service and resolve customer queries promptly.
• Maintain regular follow-ups with existing customers to enhance engagement and retention.
• Ensure KYC, AML, and other regulatory compliance while opening accounts.
• Coordinate with branch operations and other departments for smooth account processing.
• Monitor competitor activities and identify market opportunities.
• Prepare daily sales reports and update management on business performance.
• Participate in branch marketing campaigns, events, and promotional activities.

Skills

Sales & relationship management

Communication & negotiation

Customer handling ability

Market knowledge

Cross-selling skills

Target-oriented approach

Banking products & compliance

Job description

Branch Relationship Manager (CASA Sales)

A Branch Relationship Manager (CASA Sales) is responsible for acquiring and managing customers for Current Account and Savings Account (CASA) products while driving branch business growth.

Roles And Responsibilities

• Acquire new customers for Current Accounts and Savings Accounts through branch leads, referrals, and field activities.
• Achieve monthly and quarterly CASA sales targets.
• Generate leads from walk-in customers, corporate visits, and local market mapping.
• Build and maintain relationships with individual customers, SMEs, traders, and corporate clients.
• Promote banking products such as fixed deposits, debit cards, internet banking, mobile banking, insurance, and investment products.
• Increase account balances and improve CASA portfolio value.
• Cross-sell third-party products like insurance, mutual funds, and loans.
• Conduct customer meetings and field visits to source new business.
• Ensure high levels of customer service and resolve customer queries promptly.
• Maintain regular follow-ups with existing customers to enhance engagement and retention.
• Ensure KYC, AML, and other regulatory compliance while opening accounts.
• Coordinate with branch operations and other departments for smooth account processing.
• Monitor competitor activities and identify market opportunities.
• Prepare daily sales reports and update management on business performance.
• Participate in branch marketing campaigns, events, and promotional activities.

Key Skills Required

• Sales and relationship management
• Communication and negotiation skills
• Customer handling ability
• Market knowledge
• Cross-selling skills
• Target-oriented approach
• Knowledge of banking products and compliance