Relationship Manager - CASA

SkillLabs; Kolkata District; On-site; INR 300,000 - 600,000; Full time

Job summary

SkillLabs is seeking a field sales and relationship executive to acquire CASA (Current Account and Savings Account) customers, source leads through field visits, references, and branch channels, and achieve monthly and quarterly CASA targets.

You will be the single point of contact for customers’ banking needs, build long‑term relationships with retail, HNI, and business clients, and drive cross‑selling of FD/RD, insurance, mutual funds, credit cards, loans, and digital banking products.

Qualifications

• Source customers through field visits, references, and branch leads.
• Acquire new Current Account and Savings Account (CASA) customers.
• Build and maintain long-term relationships with retail, HNI, and business clients.
• Act as a single point of contact for customer banking needs.
• Ensure high customer satisfaction and service quality.
• Cross-sell banking products such as FD/RD, insurance, mutual funds, credit cards, loans, and digital banking products.
• Increase fee income and product penetration per customer.
• Monitor account balances, transaction volumes, and AMB.
• Reduce account dormancy and improve account activation.
• Support customers with account-related queries and services.

Responsibilities

• Acquire new Current Account and Savings Account customers.
• Source customers through field visits, references, and branch leads.
• Cross-sell banking products such as FD/RD, insurance, mutual funds, credit cards, loans, and digital banking products.
• Monitor account balances, transaction volumes, and AMB.
• Support customers with account-related queries and services.

Skills

Customer Relationship Management

Cross-Selling & Revenue Generation

Account Management

Field visits

Job description

• Acquire new Current Account and Savings Account (CASA) customers.
• Source customers through field visits, references, and branch leads.
• Achieve monthly/quarterly CASA targets for account opening and balances.
• Customer Relationship Management
• Build and maintain long-term relationships with retail, HNI, and business clients.
• Act as a single point of contact for customer banking needs.
• Ensure high customer satisfaction and service quality.
• Cross-Selling & Revenue Generation
• Cross-sell banking products such as FD/RD, insurance, mutual funds, credit cards, loans, and digital banking products.
• Increase fee income and product penetration per customer.
• Account Management
• Monitor account balances, transaction volumes, and average monthly balance (AMB).
• Reduce account dormancy and improve account activation.
• Support customers with account-related queries and services.