Relationship Manager - CASA

SkillLabs Resource Services Pvt. Ltd.; Karnal; In loco; INR 350.000 - 600.000; Tempo pieno

Descrizione del lavoro

SkillLabs Resource Services Pvt. Ltd. invites applications for a banking sales role in Karnal to acquire CASA customers, open accounts, and build a robust customer pipeline. The role focuses on understanding customer needs, providing banking solutions, and achieving sales targets.

Responsibilities include lead generation, cross-selling products, ensuring KYC compliance, and maintaining customer relationships while tracking market trends and reporting daily activities.

Competenze

• Acquire new CASA customers through field visits, referrals and lead generation.
• Open Savings and Current Accounts as per business targets.
• Build and maintain strong customer pipeline.
• Understand customer needs and provide suitable banking solutions.
• Ensure high customer satisfaction and retention.

Mansioni

• Acquire new CASA customers through field visits, referrals, and lead generation.
• Open Savings and Current Accounts as per business targets.
• Build and maintain relationships with existing customers.
• Understand customer needs and provide suitable banking solutions.
• Cross-sell banking products such as Debit/Credit Cards, Insurance, Loans, FDs, and Digital banking services.
• Achieve sales and revenue targets.
• Identify new business opportunities in the local market.
• Generate leads through corporate visits, market activities and networking.
• Resolve customer queries and complaints promptly.
• Guide customers regarding banking products and processes.
• Ensure proper KYC and account opening documentation.
• Follow bank policies and regulatory guidelines.
• Monitor customer portfolios and account activities.
• Maintain account quality and reduce dormant accounts.
• Track competitor activities and market trends.
• Suggest strategies to improve business growth.
• Maintain daily sales reports and activity trackers.
• Update management on targets, achievements, and customer feedback.

Conoscenze

Customer acquisition

Relationship management

Cross-selling

Lead generation

Sales targets

KYC

Customer service

Portfolio management

Market intelligence

Reporting

Descrizione del lavoro

(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.