Branch Relationship Manager

SkillLabs Resource Services Pvt. Ltd.; Patiala District; On-site; INR 400,000 - 600,000; Full time

Job summary

SkillLabs Resource Services Pvt. Ltd. invites applications for a Branch Relationship Manager (CASA Sales) to lead customer acquisition and manage CASA portfolios from the branch. The role emphasizes growth through proactive sales, relationship building, and compliant operations.

You will drive targets, cross-sell banking products, coordinate with branches and departments, and ensure high service standards while maintaining KYC/AML compliance.

Qualifications

• Experience in acquiring CASA customers and driving branch sales
• Ability to achieve monthly and quarterly CASA targets
• Strong relationship management with individuals, SMEs, traders, and corporate clients
• Knowledge of KYC, AML and regulatory compliance

Responsibilities

• Acquire new CASA customers through branch leads and field activities.
• Achieve monthly and quarterly CASA targets.
• Generate leads from walk-in customers, corporate visits, and local market mapping.
• Cross-sell banking products such as fixed deposits, debit cards, internet banking, mobile banking, insurance, and investments.
• Increase CASA balances and improve portfolio value.
• Coordinate with branch operations and other departments for smooth processing.
• Prepare daily sales reports and update management on performance.

Skills

Sales

Relationship management

Communication

Negotiation skills

Customer handling

Market knowledge

Cross-selling

Target orientation

Banking products knowledge

Compliance awareness

Job description

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