Relationship Manager - CASA

SkillLabs; Delhi Charter Township (MI); On-site; USD 55,000 - 85,000; Full time

Job summary

SkillLabs in Michigan is seeking a CASA Sales Relationship Manager to drive new business and deepen client relationships. You will acquire customers for current and savings accounts, generate leads, and build a strong sales pipeline.

You will understand client needs, provide banking solutions, and ensure onboarding and activation. The role entails achieving monthly and quarterly CASA targets and cross-selling products like loans, insurance, credit cards, and investments.

Qualifications

• Bachelor's degree in business, finance, or a related field.
• Proven track record in business development and sales.
• Strong relationship-building and communication skills.
• Knowledge of banking products and KYC/compliance basics.

Responsibilities

• Acquire new customers for CASA products.
• Generate leads through field visits, referrals, and cold calling.
• Build and maintain a strong sales pipeline.
• Understand client needs and provide suitable banking solutions.
• Achieve monthly and quarterly CASA targets.
• Cross-sell banking products like insurance, loans, credit cards, and investments.
• Manage and grow an existing portfolio of customers.
• Coordinate with internal teams and update CRM systems.
• Handle customer queries and ensure onboarding and activation.

Skills

Business development

Lead generation

Customer relationship management

Cross-selling banking products

CRM software

Education

Bachelor's degree in business/finance

Tools

Salesforce

CRM software

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