Relationship Manager - CASA

SkillLabs; Bhopal; On-site; INR 250,000 - 450,000; Full time

Job summary

SkillLabs seeks a Banking Officer to drive CASA sales, acquire new customers, and manage relationships. The role demands product knowledge of CASA offerings and strong customer service to support growth in a dynamic banking environment.

The ideal candidate will possess 1–3 years in sales or banking, and be proficient with banking software, with a capability to meet targets while delivering reliable service.

Qualifications

• Bachelor's degree in any discipline, preference for finance, business, or related fields.
• 1-3 years of experience in sales, banking, or a similar role.
• Proficiency with banking software and systems.

Responsibilities

• Source and acquire new CASA customers through various channels.
• Build and maintain relationships with existing and potential customers.
• Understand and promote CASA products and services.
• Meet and exceed sales targets for CASA products.
• Provide excellent customer service and support.
• Maintain accurate records and data related to CASA customers.

Skills

Sales & Marketing

Communication

Product Knowledge

Time Management

Analytical

Education

Bachelor's degree (finance/business preferred)

Tools

Banking Software

Job description

Responsibilities

A Banking Officer - CASA Sales would be responsible for acquiring and managing Current Account and Savings Account (CASA) customers. Here's a breakdown of the job:

• Key Responsibilities:
• CASA Acquisition: Source and acquire new CASA customers through various channels.
• Relationship Building: Build and maintain relationships with existing and potential customers.
• Product Knowledge: Understand and promote CASA products and services.
• Sales Targets: Meet and exceed sales targets for CASA products.
• Customer Service: Provide excellent customer service and support.
• Data Management: Maintain accurate records and data related to CASA customers.
• Required Skills:
• Sales and Marketing: Strong sales and marketing skills with experience in acquiring new customers.
• Communication: Excellent communication and interpersonal skills.
• Product Knowledge: Understanding of banking products and services, particularly CASA.
• Time Management: Ability to prioritize tasks and manage time effectively.
• Analytical: Basic analytical skills to track sales performance and customer data.
• Qualifications:
• Education: Bachelor's degree in any discipline, with preference for finance, business, or related fields.
• Experience: Minimum 1-3 years of experience in sales, banking, or a similar role.
• Additional Requirements:
• Industry Knowledge: Familiarity with banking products and services, particularly CASA.
• Technical Skills: Proficiency in banking software and systems.
• Adaptability: Ability to work in a fast-paced environment and adapt to changing priorities.