Relationship Manager - CASA

SkillLabs; Sahibzada Ajit Singh Nagar; On-site; INR 350,000 - 600,000; Full time

Job summary

SkillLabs in Punjab, Sahibzada Ajit Singh Nagar, is seeking a CASA Sales Relationship Manager to drive business development by acquiring new CASA customers and managing relationships. You will generate leads through field visits, referrals, and cold calls, while building a robust sales pipeline and ensuring high customer satisfaction.

The role requires strong relationship management, aptitude for cross-selling insurance, loans, cards, and investments, and adherence to banking norms and KYC

Qualifications

• Experience in CASA or banking sales is preferred.
• Proven ability to generate leads and close deals.
• Strong client relationship management and follow-up.

Responsibilities

• Acquire new customers for CASA products.
• Generate leads through field visits, referrals, and cold calling.
• Build and maintain a strong sales pipeline.
• Cross-sell banking products like insurance, loans, credit cards, investment products.
• Portfolio management: grow existing customer portfolios.
• Monitor activity and ensure profitability.
• Follow KYC and documentation norms; ensure compliance.
• Coordinate with internal teams and update CRM with sales activity.
• Achieve monthly and quarterly CASA targets.

Skills

Business Development

Relationship Management

Lead generation

Customer needs analysis

Cross-selling

Communication skills

Job description

CASA Sales Relationship Manager – Roles & Responsibilities

• Business Development
• Acquire new customers for CASA (Current Account & Savings Account) products
• Generate leads through field visits, referrals, and cold calling
• Build and maintain a strong sales pipeline
• Customer Relationship Management
• Develop long-term relationships with customers
• Understand client needs and provide suitable banking solutions
• Ensure high customer satisfaction and retention
• Revenue Generation
• Achieve monthly and quarterly CASA targets
• Cross-sell banking products like:
• Insurance
• Loans (Personal, Business, LAP)
• Credit Cards
• Investment products
• Portfolio Management
• Manage and grow an existing portfolio of customers
• Increase account balances and transaction volumes
• Monitor account activity and ensure profitability
• Market & Area Mapping
• Identify potential business opportunities in the assigned territory
• Analyze competitor activities and market trends
• Build strong local networks (DSA, dealers, corporates, SMEs)
• Compliance & Documentation
• Ensure all KYC and documentation is complete and accurate
• Follow banking norms, policies, and regulatory guidelines
• Maintain proper records of client interactions
• Coordination & Reporting
• Coordinate with internal teams (operations, credit, product teams)
• Prepare daily/weekly sales reports
• Update CRM systems regularly
• Customer Service
• Handle customer queries and resolve issues promptly
• Ensure smooth onboarding and account activation