Relationship Manager

Veerwal Getwork Services; Surat; On-site; INR 480,000 - 600,000; Full time

Job summary

Veerwal Getwork Services is seeking a CASA Sales / Relationship Manager in Surat to manage Current and Savings Accounts through open-market sales. You will generate leads, convert them into customers, and build lasting relationships with clients in the local market.

The role requires strong communication, a field sales mindset, and willingness to work on-ground. You will cross-sell loans, insurance, FD/RD, credit cards, and must have graduation and 13 years of CASA/banking sales experience.

Qualifications

• 13 years of experience in CASA / Banking Sales / Relationship Management.
• Graduation mandatory.
• Strong communication and field sales willingness.

Responsibilities

• Current & Savings Accounts (CASA) through open-market sales.
• Generate leads and convert them into customers.
• Build and maintain customer relationships.
• Cross-sell banking products such as Loans, Insurance, FD/RD, Credit Cards, etc.
• Achieve assigned sales targets.

Skills

Good communication

Convincing skills

Local market knowledge

Field sales

Education

Graduation

Job description

Role & responsibilities

Position: CASA Sales / Relationship Manager

Role:

• Current & Savings Accounts (CASA) through open-market sales.
• Generate leads and convert them into customers.
• Build and maintain customer relationships.
• Cross-sell banking products such as Loans, Insurance, FD/RD, Credit Cards, etc.
• Achieve assigned sales targets.

Requirements:

• 13 years of experience in CASA / Banking Sales / Relationship Management.
• Good communication and convincing skills.
• Strong local market knowledge and willingness to work in field sales.
• Graduation mandatory.