Relationship Manager - CASA
<strong>Key Responsibilities<br><br></strong><ul><li>Acquire new customers for retail banking products such as Savings Accounts, Current Accounts, Fixed Deposits, and other liability products.</li><li>Generate business through branch walk-ins, customer referrals, and market sourcing activities.</li><li>Build and maintain strong relationships with existing customers to enhance customer satisfaction and retention.</li><li>Cross-sell banking products including Insurance, Mutual Funds, Credit Cards, Personal Loans, and Home Loans.</li><li>Achieve monthly, quarterly, and annual sales targets assigned by the bank.</li><li>Identify customer financial needs and provide suitable banking solutions.</li><li>Conduct customer meetings and regular follow-ups to generate business opportunities.</li><li>Ensure compliance with bank policies, KYC norms, and regulatory guidelines.</li><li>Coordinate with branch staff and other departments for smooth customer onboarding and service delivery.</li><li>Resolve customer queries and provide prompt support to maintain high service standards.</li><li>Maintain accurate records of sales activities, customer interactions, and business achievements.</li><li>Monitor market trends and competitor activities to identify business opportunities.<br><br></li></ul><strong>Required Skills<br><br></strong><ul><li>Strong sales and relationship management skills.</li><li>Excellent communication and interpersonal abilities.</li><li>Customer-focused approach with problem-solving skills.</li><li>Knowledge of retail banking products and financial services.</li><li>Target-oriented and result-driven mindset.</li><li>Proficiency in MS Office and banking applications.<br><br></li></ul><strong>Preferred Experience<br><br></strong><ul><li>Experience in Retail Banking, CASA Sales, Wealth Management, Insurance, or Financial Services Sales.</li><li>Prior experience in customer acquisition and relationship management is preferred.</li></ul>
