CASA Relationship Manager

Planet Solutions; Tirupati; On-site; INR 400,000 - 550,000; Full time

Job summary

Planet Solutions in Andhra Pradesh seeks a motivated CASA Relationship Manager to manage customer relationships and promote CASA products. The role focuses on delivering excellent service and driving customer satisfaction in a banking context.

The candidate will develop tailored banking solutions, promote CASA offerings, and collaborate across departments to ensure seamless service delivery. Strong communication, sales focus, and independence are essential for success in this position.

Qualifications

• Strong communication and interpersonal skills.
• Ability to build and maintain relationships with clients.
• Knowledge of banking products, specifically CASA.
• Sales-oriented mindset with a focus on achieving targets.
• Problem-solving skills and the ability to work independently.

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 CASA products.
• Prepare and present reports on sales performance and customer feedback to management.

Skills

Communication

Interpersonal skills

Client relationships

Banking products

Sales orientation

Problem solving

Independent work

Job description

We are seeking a motivated CASA Relationship Manager to join our team in Andhra Pradesh. 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.
• Prepare and present reports on sales performance and customer feedback to management.

Required Skills:

• Strong communication and interpersonal skills.
• Ability to build and maintain relationships with clients.
• Knowledge of banking products, specifically CASA.
• Sales-oriented mindset with a focus on achieving targets.
• Problem-solving skills and the ability to work independently.