Relationship Manager - CASA

SkillLabs; Kolkata District; On-site; INR 300,000 - 450,000; Full time

Job summary

SkillLabs in Kolkata is seeking a proactive CASA Acquisition & Sales professional to acquire new CASA customers, source leads through field visits and branch networks, and achieve targets for account openings and balances.

You will build and maintain long-term relationships with retail and business clients, act as the single point of contact for banking needs, and drive cross-selling of banking products while boosting fee income.

Qualifications

Responsibilities

• 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.
• 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 average monthly balance (AMB).
• Reduce account dormancy and improve account activation.
• Support customers with account-related queries and services.

Job description

• CASA Acquisition & Sales
  • 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.