Relationship Manager - CASA

SkillLabs; Khandwa; On-site; INR 300,000 - 500,000; Full time

Job summary

SkillLabs is seeking a dynamic sales professional to acquire new CASA customers and expand relationships with individuals and businesses in the region. You will source Current and Savings Account clients, perform KYC, and ensure compliance while driving revenue growth.

The role involves lead generation, follow-ups, and coordination with branch teams to deliver seamless onboarding and ongoing service. Strong communication and a customer-centric approach are essential.

Qualifications

• Must have proven sales and relationship management experience.
• Ability to communicate clearly and negotiate effectively.
• Customer-centric mindset with focus on service quality.
• Knowledge of CASA products and retail banking basics.
• Experience in cross-selling financial products and meeting sales targets.

Responsibilities

• Acquire new CASA customers by sourcing Current Account and Savings Account clients.
• Generate leads through cold calling, referrals, field visits, and local market activities.
• Build and maintain strong relationships with individual and business customers.
• Achieve monthly, quarterly, and annual CASA acquisition and revenue targets.
• Cross-sell banking products such as fixed deposits, insurance, mutual funds, credit cards, personal loans, and other retail banking products.
• Coordinate with branch operations and other internal teams for smooth account opening and service delivery.
• Prepare daily sales reports, maintain accurate customer records, and update CRM systems.
• Stay updated on banking products, market trends, and competitor offerings.

Skills

Strong sales

Relationship management

Excellent communication

Negotiation

Customer-centric

Cross-selling

Target-driven

Problem-solving

Job description

• Acquire new CASA customers by sourcing Current Account and Savings Account clients.
• Generate leads through cold calling, referrals, field visits, and local market activities.
• Build and maintain strong relationships with individual and business customers.
• Achieve monthly, quarterly, and annual CASA acquisition and revenue targets.
• Cross-sell banking products such as fixed deposits, insurance, mutual funds, credit cards, personal loans, and other retail banking products.
• Increase customer engagement and improve account balances through regular follow-ups.
• Conduct KYC verification and ensure compliance with all banking regulations and internal policies.
• Handle customer queries and provide prompt resolution to ensure high customer satisfaction.
• Identify customer financial needs and recommend suitable banking solutions.
• Coordinate with branch operations and other internal teams for smooth account opening and service delivery.
• Monitor portfolio performance and maintain healthy customer relationships to minimize account attrition.
• Prepare daily sales reports, maintain accurate customer records, and update CRM systems.
• Participate in branch marketing campaigns, customer meets, and promotional activities.
• Stay updated on banking products, market trends, and competitor offerings.

Roles & Responsibilities

• Acquire new CASA customers by sourcing Current Account and Savings Account clients.
• Generate leads through cold calling, referrals, field visits, and local market activities.
• Build and maintain strong relationships with individual and business customers.
• Achieve monthly, quarterly, and annual CASA acquisition and revenue targets.
• Cross-sell banking products such as fixed deposits, insurance, mutual funds, credit cards, personal loans, and other retail banking products.
• Increase customer engagement and improve account balances through regular follow-ups.
• Conduct KYC verification and ensure compliance with all banking regulations and internal policies.
• Handle customer queries and provide prompt resolution to ensure high customer satisfaction.
• Identify customer financial needs and recommend suitable banking solutions.
• Coordinate with branch operations and other internal teams for smooth account opening and service delivery.
• Monitor portfolio performance and maintain healthy customer relationships to minimize account attrition.
• Prepare daily sales reports, maintain accurate customer records, and update CRM systems.
• Participate in branch marketing campaigns, customer meets, and promotional activities.
• Stay updated on banking products, market trends, and competitor offerings.

Key Skills

• Strong sales and relationship management skills
• Excellent communication and negotiation abilities
• Customer-centric approach
• Knowledge of CASA products and retail banking
• Cross-selling and business development
• Target-oriented and result-driven
• Problem-solving and interpersonal skills