CASA Relationship Manager

Planet Solutions; Delhi; On-site; INR 550,000 - 750,000; Full time

Job summary

Planet Solutions in Delhi-NCR is seeking a motivated CASA Relationship Manager to drive client satisfaction by promoting CASA products and building lasting banking relationships across the region.

You will develop and maintain strong client connections, understand their banking needs, collaborate with internal teams to ensure seamless service delivery, and stay informed about market trends to position CASA offerings effectively.

Qualifications

• Strong communication and interpersonal skills.
• Ability to build and maintain client relationships.
• Knowledge of banking products, especially CASA.
• Customer-oriented mindset with service excellence.

Responsibilities

• Develop and maintain strong client relationships to assess banking needs.
• Promote CASA products and meet sales targets.
• Conduct regular follow-ups to ensure satisfaction.
• Collaborate with other departments to deliver seamless service.
• Stay updated on market trends to position CASA offerings.

Skills

Communication skills

Relationship building

Banking knowledge

Customer service

Independent & team player

Job description

We are seeking a motivated CASA Relationship Manager to join our team in the Delhi-NCR region. The ideal candidate will be responsible for managing customer relationships and promoting our CASA (Current Account and Savings Account) products. This role is crucial in driving customer satisfaction and ensuring that our clients receive the best possible service.

Key Responsibilities:

• Develop and maintain strong relationships with clients to understand their banking needs and provide tailored solutions.
• Promote CASA products to potential customers and ensure that sales targets are met.
• Conduct regular follow-ups with clients to ensure satisfaction and address any concerns.
• Collaborate with other departments to ensure seamless service delivery and customer experience.
• Stay updated on market trends and competitor offerings to effectively position our CASA products.

Required Skills:

• Strong communication and interpersonal skills.
• Ability to build and maintain relationships with clients.
• Knowledge of banking products, specifically CASA.
• Customer-oriented mindset with a focus on service excellence.
• Ability to work independently and as part of a team.

If you are passionate about customer service and have a keen interest in banking products, we encourage you to apply for this exciting opportunity. Join us in delivering exceptional banking experiences to our clients.