Relationship Manager - CASA

SkillLabs; Khargone; On-site; INR 300,000 - 540,000; Full time

Job summary

SkillLabs is seeking a field-oriented Sales Executive to acquire CASA customers and drive revenue in our banking segment. You will source Current and Savings Accounts, build relationships, and generate leads through calls, referrals, and market activities.

You will coordinate with branch teams, perform KYC, and ensure compliance while meeting sales targets and maintaining CRM records. Strong customer focus and cross-selling ability are essential.

Qualifications

• Strong sales and relationship management abilities.
• Excellent communication and negotiation skills.
• Customer-centric approach is essential.

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.
• Meet 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 banking regulations.
• 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 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.

Skills

Sales skills

Relationship management

Communication

Negotiation

Customer-centric

Cross-selling

Result-driven

Tools

CRM software

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