Relationship Manager - CASA

SkillLabs; Dera Bassi; On-site; INR 350,000 - 520,000; Full time

Job summary

SkillLabs in India is seeking a dynamic CASA Sales Relationship Manager to acquire new customers and grow the CASA portfolio. You will generate leads, open accounts, maintain relationships, and help achieve monthly targets. Strong communication and negotiation skills, plus knowledge of banking products, are essential.

The role involves field activities, client coordination, and cross-selling insurance, loans, cards, and investments while ensuring KYC/compliance is properly documented.

Qualifications

• Experience in CASA or banking sales preferred.
• Ability to achieve monthly sales targets.
• Familiarity with KYC/compliance procedures.

Responsibilities

• Acquire new customers for Current Account and Savings Account.
• Generate leads through field visits, references, and market activities.
• Build and maintain relationships with individual and corporate clients.
• Cross-sell banking products such as insurance, loans, credit cards, and investments.
• Ensure KYC and compliance documentation is completed accurately.
• Meet monthly and quarterly CASA acquisition targets.
• Provide excellent customer service and resolve queries promptly.
• Monitor competitor activities and market trends.
• Coordinate with branch staff for onboarding of customers.

Skills

Communication skills

Interpersonal skills

Sales ability

Negotiation

CRM skills

Banking product knowledge

Job description

We are looking for a dynamic and result-oriented CASA Sales Relationship Manager (RM) to acquire new customers and grow the CASA (Current Account & Savings Account) portfolio. The candidate will be responsible for generating leads, opening accounts, maintaining customer relationships, and achieving monthly sales targets.

Key Responsibilities

• Acquire new customers for Current Account and Savings Account products.
• Generate leads through field visits, references, and market activities.
• Build and maintain strong relationships with individual and corporate clients.
• Cross-sell banking products such as insurance, loans, credit cards, and investment products.
• Ensure KYC and compliance documentation is completed accurately.
• Meet monthly and quarterly CASA acquisition targets.
• Provide excellent customer service and resolve customer queries promptly.
• Monitor competitor activities and market trends.
• Coordinate with branch staff for smooth onboarding of customers.

Required Skills

• Strong communication and interpersonal skills.
• Good sales and negotiation abilities.
• Customer relationship management skills.
• Knowledge of banking products and CASA sales process.
• Ability to work under pressure and achieve targets.
• Basic computer knowledge and MS Office skills.