CASA Relationship Manager

Planet Solutions; Chennai District; On-site; INR 300,000 - 600,000; Full time

Job summary

Planet Solutions is seeking a CASA Relationship Manager in Tamil Nadu to manage client relationships and promote CASA products. The role focuses on driving customer satisfaction and achieving sales targets.

Ideal candidates will have strong communication skills, CRM proficiency, and the ability to work both independently and within a team to identify opportunities and deliver tailored banking solutions.

Qualifications

• Strong understanding of CASA products and banking services.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving abilities.
• Proficiency in using CRM software and Microsoft Office Suite.

Responsibilities

• Develop and maintain strong relationships with clients to understand their banking needs.
• Promote and sell CASA products to potential and existing customers.
• Collaborate with the sales team to achieve monthly and quarterly targets.
• Conduct market research to identify new business opportunities.
• Provide exceptional customer service to enhance loyalty and retention.
• Prepare and present reports on sales performance and feedback to management.

Skills

CASA product knowledge

Communication skills

Independent / team work

Analytical problem solving

CRM software

MS Office

Tools

CRM software

Microsoft Office

Job description

We are seeking a motivated CASA Relationship Manager to join our team in Tamil Nadu. The ideal candidate will be responsible for managing customer relationships and promoting CASA (Current Account and Savings Account) products. This role is crucial in driving customer satisfaction and achieving sales targets.

Key Responsibilities

• Develop and maintain strong relationships with clients to understand their banking needs and provide tailored solutions.
• Promote and sell CASA products to potential and existing customers, ensuring they are aware of the benefits and features.
• Collaborate with the sales team to achieve monthly and quarterly sales targets.
• Conduct market research to identify new business opportunities and stay updated on industry trends.
• Provide exceptional customer service and support to enhance customer loyalty and retention.
• Prepare and present reports on sales performance and customer feedback to management.

Required Skills

• Strong understanding of CASA products and banking services.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving abilities.
• Proficiency in using CRM software and Microsoft Office Suite.