Relationship Manager - CASA

SkillLabs; Jalandhar; On-site; INR 400,000 - 640,000; Full time

Job summary

SkillLabs in Jalandhar, Punjab is seeking a CASA Sales Relationship Manager to acquire new customers and grow the CASA portfolio. You will generate leads, open accounts, and maintain customer relationships while achieving monthly sales targets.

Responsibilities include cross-selling banking products, ensuring KYC/compliance, and coordinating with branch staff to onboard customers. Strong communication, negotiation, and CRM skills are essential for success.

Qualifications

• 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.

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.

Skills

Lead generation

Sales closing

Customer relationship

Banking products knowledge

Target achievement

MS Office

Tools

MS Office

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.