Relationship officer- CASA

SkillLabs Resource Services Pvt. Ltd.; Kolkata District; On-site; INR 400,000 - 600,000; Full time

Job summary

SkillLabs Resource Services Pvt. Ltd. invites applications for a Customer Service & Relationship Management role in Kolkata. You will handle walk-in customers, resolve service queries, manage key retail and HNI relationships, and drive cross-sell of banking products including CASA, FD, loans and credit cards.

You will lead branch staff, supervise CSOs and tellers, train teammates, ensure compliance with KYC/AML guidelines, and prepare daily MIS reports to help branch performance.

Qualifications

• Handle walk-in customers and resolve service-related queries and complaints.
• Manage key retail and HNI customer relationships.
• Cross-sell banking products based on customer needs.
• Lead local marketing activities and customer acquisition campaigns.
• Support digital banking adoption among customers.
• Compliance with KYC, AML and regulatory guidelines.

Responsibilities

• Drive sales of CASA, FD, RD, loans, credit cards, and third-party products.
• Achieve individual and branch sales targets.
• Lead branch staff, CSOs and tellers; provide on-the-job training and feedback.
• Ensure staff productivity and discipline; supervise and guide branch operations.
• Prepare and review daily, weekly, and monthly MIS reports; track branch performance.

Skills

Customer service

Relationship management

Sales

Banking products

Communication

Team leadership

MIS reporting

KYC/AML compliance

Training & mentoring

Branch operations

Job description

Customer Service & Relationship Management

• Handle walk-in customers and resolve service-related queries and complaints
• Manage key retail and HNI customer relationships
• Ensure high levels of customer satisfaction and service quality
• Cross-sell banking products based on customer needs
• Sales & Business Development
• Drive sales of CASA, FD, RD, loans, credit cards, and third-party products
• Achieve individual and branch sales targets
• Lead local marketing activities and customer acquisition campaigns
• Support digital banking adoption among customers
• Compliance & Risk Management
• Ensure adherence to KYC, AML, and regulatory guidelines
• Monitor audit compliance and close audit observations on time
• Minimize operational risk and prevent fraud
• Maintain proper documentation and process controls
• Team Handling & Support
• Supervise and guide branch staff, CSOs, and tellers
• Provide on-the-job training and performance feedback
• Ensure staff productivity and discipline
• Act as the branch-in-charge in the absence of the Branch Manager
• Reporting & MIS
• Prepare and review daily, weekly, and monthly MIS reports
• Track branch performance, sales productivity, and service TAT
• Share insights with Branch Manager for business improvement