Relationship Manager Royal - CASA

SkillLabs; Hisar; On-site; INR 550,000 - 900,000; Full time

Job summary

SkillLabs is seeking a Relationship Manager (Royal) for its Retail Branch Banking operations. You will acquire and manage affluent customers, drive CASA growth, and cross-sell a suite of banking products.

The role focuses on relationship management, revenue generation, and achieving branch sales targets. You will manage a portfolio of Royal/Preferred clients, provide personalized banking solutions, and serve as a single point of contact for premium customers while ensuring regulatory compliance

Qualifications

• Demonstrated ability to drive branch level revenue and CASA growth.
• Excellent interpersonal skills with premium customers.
• Strong communication and negotiation capabilities.
• Ability to handle customers and provide service orientation.
• Proven track record in achieving sales targets.

Responsibilities

• Acquire new CASA customers (Current & Savings Accounts).
• Increase branch CASA book via referrals and sourcing.
• Deepen relationships with Royal/Preferred clients for higher wallet share.
• Cross-sell products: insurance, mutual funds, FDs, cards, loans, forex & wealth.
• Source customers through branch walk-ins, references, corporate activities and market visits.

Skills

Sales excellence

Relationship building

CASA sales knowledge

Communication & negotiation

Target-driven mindset

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

Sales & Cross-Selling

• Cross-sell banking products:
  • Insurance
  • Mutual funds
  • Fixed deposits
  • Credit cards
  • Personal/Home/Business loans
  • Forex and wealth products
• Generate revenue through product penetration

Business Development

• Source customers through:
  • Branch walk-ins
  • References
  • Corporate activities
  • Local market visits
  • Networking
• Conduct customer meetings and sales pitches

Compliance & Operations

• Ensure KYC and regulatory compliance
• Maintain proper documentation
• Follow banking policies and audit requirements

Required Skills

• Strong sales and relationship-building skills
• CASA sales knowledge
• Communication and negotiation ability
• Customer handling and service orientation
• Target-driven mindset
• Understanding of retail banking products 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.