Relationship Manager - CASA

SkillLabs; Kapurthala; On-site; INR 400,000 - 700,000; Full time

Job summary

SkillLabs is seeking a Relationship Manager – CASA in India to drive the acquisition of CASA deposits, manage client relationships, and cross-sell a range of banking products. The role emphasizes business development, portfolio management, and delivering excellent service to achieve sales targets.

Key activities include acquiring new CASA customers through referrals, field visits, and market sourcing; generating Current and Savings Account business; cross-selling FD, insurance, cards and loans;

Qualifications

• Graduate in any discipline (MBA preferred).
• 2–4 years of experience in CASA Sales, Retail Banking, or Relationship Management.
• Strong communication, sales, and customer relationship skills.
• Ability to work in a target-driven environment.

Responsibilities

• Acquire new CASA customers through referrals, field visits, and market sourcing.
• Generate and manage Current Account and Savings Account business.
• Build and maintain strong relationships with existing and prospective customers.
• Cross-sell banking products such as FD, Insurance, Credit Cards, Loans, and Investment products.
• Achieve monthly and quarterly business targets for CASA and cross-sales.
• Ensure smooth customer onboarding and account activation.
• Provide prompt resolution to customer queries and service requests.
• Maintain portfolio hygiene and ensure compliance with KYC/AML guidelines.
• Conduct regular customer meetings to identify business opportunities and deepen relationships.

Skills

CASA Acquisition

Relationship Management

Cross-Selling

Portfolio Management

Customer Service

Sales & Business Development

Banking Product Knowledge

Education

MBA preferred

Job description

The Relationship Manager – CASA is responsible for acquiring new customers, increasing CASA deposits, managing customer relationships, and driving cross-sales of banking products. The role focuses on business development, portfolio management, and delivering excellent customer service while achieving sales targets.

Key Responsibilities

• Acquire new CASA customers through referrals, field visits, and market sourcing.
• Generate and manage Current Account and Savings Account business.
• Build and maintain strong relationships with existing and prospective customers.
• Cross-sell banking products such as FD, Insurance, Credit Cards, Loans, and Investment products.
• Achieve monthly and quarterly business targets for CASA and cross-sales.
• Ensure smooth customer onboarding and account activation.
• Provide prompt resolution to customer queries and service requests.
• Maintain portfolio hygiene and ensure compliance with KYC/AML guidelines.
• Conduct regular customer meetings to identify business opportunities and deepen relationships.

Eligibility

• Graduate in any discipline (MBA preferred).
• 2–4 years of experience in CASA Sales, Retail Banking, or Relationship Management.
• Strong communication, sales, and customer relationship skills.
• Ability to work in a target-driven environment.

Key Skills

• CASA Acquisition
• Relationship Management
• Cross-Selling
• Portfolio Management
• Customer Service
• Sales & Business Development
• Banking Product Knowledge