Relationship Manager - CASA

SkillLabs; Rewari; On-site; INR 450,000 - 900,000; Full time

Job summary

SkillLabs Resource Services Pvt. Ltd. is seeking a Relationship Manager (Royal) for a Retail Branch Banking role focused on acquiring affluent customers and managing premium portfolios. You will drive CASA growth, provide personalized banking solutions, and ensure high-service levels for Royal/Preferred clients.

The role emphasizes relationship management, revenue generation, and achieving branch sales targets through proactive client engagement and cross-selling across banking products.

Qualifications

• Experience in retail banking and relationship management.
• Strong sales and cross-selling skills with a target-driven mindset.
• Excellent communication and interpersonal skills with premium clients.

Responsibilities

• Acquire new CASA customers (Current Account & Savings Account).
• Increase branch CASA book through referrals and sourcing.
• Deepen relationships to improve balances and wallet share.
• Drive activation and retention of accounts for premium customers.
• Serve as single point of contact for Royal/Preferred customers and provide personalized solutions.

Skills

Relationship management

Customer acquisition

Cross-selling

Communication skills

Job description

The Relationship Manager (Royal) in Retail Branch Banking is responsible for acquiring and managing affluent/premium customers while driving CASA growth and cross-selling banking products. The role focuses on relationship management, revenue generation, and achieving branch sales targets.

Key Responsibilities

CASA Acquisition & Growth

• Acquire new CASA customers (Current Account & Savings Account)
• Increase branch CASA book through customer sourcing and referrals
• Deepen relationships with existing customers to improve balances
• Drive activation and retention of accounts

Customer Relationship Management

• Manage portfolio of Royal/Preferred customers
• Provide personalized banking solutions and priority servicing
• Maintain long-term customer relationships for higher wallet share
• Act as a single point of contact for premium customers