Relationship Manager - CASA

SkillLabs; Karnal; On-site; INR 200,000 - 350,000; Full time

Job summary

SkillLabs in Karnal, Haryana, is seeking a CASA sales executive to acquire CASA customers, open savings and current accounts, and build a robust pipeline via field visits, referrals, and lead generation.

The role also involves cross-selling products such as debit/credit cards, loans, fixed deposits and digital banking services, while ensuring KYC compliance and high customer satisfaction.

Qualifications

• Experience in acquiring CASA customers through field visits and referrals.
• Ability to open Savings and Current Accounts as per targets and guidelines.
• Strong relationship building and cross-selling skills to meet targets.

Responsibilities

• Customer Acquisition: acquire CASA customers through field visits, referrals, and lead generation.
• Open Savings and Current Accounts as per business targets.
• Build and maintain a strong customer pipeline.
• Relationship Management: develop and maintain relationships with existing customers.
• Understand customer needs and provide suitable banking solutions.
• Ensure high customer satisfaction and retention.
• Sales & Cross-Selling: cross-sell banking products and services such as cards, loans, deposits, and digital banking.
• Achieve sales and revenue targets.
• Business Development: identify new business opportunities in the local market.
• Generate leads through corporate visits, market activities, and networking.
• Customer Service: resolve queries and guide customers regarding banking processes.
• Compliance & Documentation: ensure proper KYC and account opening documentation; follow policies.
• Portfolio Management: monitor customer portfolios and account activity; reduce dormancy.
• Market Intelligence: track competitor activities and market trends; suggest growth strategies.
• Reporting: maintain daily sales reports and activity trackers; update management on targets and feedback.

Skills

Customer Acquisition

Relationship Management

Sales & Cross-Selling

Business Development

Customer Service

Compliance & Documentation

Portfolio Management

Market Intelligence

Reporting

Job description

(CASA = Current Account & Savings Account)

• Customer Acquisition
• Acquire new CASA customers through field visits, referrals, and lead generation.
• Open Savings and Current Accounts as per business targets.
• Build and maintain a strong customer pipeline.
• Relationship Management
• Develop and maintain relationships with existing customers.
• Understand customer needs and provide suitable banking solutions.
• Ensure high customer satisfaction and retention.
• Sales & Cross-Selling

• Cross-sell banking products such as:
  • Debit/Credit Cards
  • Insurance products
  • Loans
  • Fixed Deposits
  • Digital banking services
• Achieve sales and revenue targets.
• Business Development
• Identify new business opportunities in the local market.
• Generate leads through corporate visits, market activities, and networking.
• Customer Service
• Resolve customer queries and complaints promptly.
• Guide customers regarding banking products and processes.
• Compliance & Documentation
• Ensure proper KYC and account opening documentation.
• Follow bank policies and regulatory guidelines.
• Portfolio Management
• Monitor customer portfolios and account activities.
• Maintain account quality and reduce dormant accounts.
• Market Intelligence
• Track competitor activities and market trends.
• Suggest strategies to improve business growth.
• Reporting
• Maintain daily sales reports and activity trackers.
• Update management on targets, achievements, and customer feedback.