Relationship Manager - CASA

SkillLabs


Date: 6 hours ago
City: Ranchi, Jharkhand
Contract type: Full time
Key Responsibilities

  • Customer Acquisition
    • Source new Current Account and Savings Account customers.
    • Generate leads through field visits, referrals, and networking.
    • Achieve monthly and annual CASA acquisition targets.
  • Relationship Management
    • Build and maintain strong relationships with customers.
    • Understand customer financial needs and provide suitable banking solutions.
    • Ensure high customer satisfaction and retention.
  • Cross-Selling
    • Promote and sell banking products such as:
      • Fixed Deposits (FDs)
      • Insurance products
      • Debit/Credit Cards
      • Personal Loans
      • Business Loans
      • Digital Banking Services
  • Portfolio Management
    • Manage a portfolio of existing CASA customers.
    • Increase account balances and transaction volumes.
    • Monitor account activity and customer engagement.
  • Business Development
    • Conduct market mapping and identify potential customers.
    • Develop relationships with local businesses, traders, professionals, and corporate clients.
    • Participate in sales campaigns and promotional activities.
  • Compliance and Documentation
    • Ensure proper KYC and account opening documentation.
    • Follow regulatory and bank compliance guidelines.
    • Maintain accurate customer records.
  • Customer Service
    • Resolve customer queries and complaints promptly.
    • Assist customers with banking transactions and digital banking services.
    • Provide regular account-related support.
  • Reporting
    • Track sales performance and business achievements.
    • Prepare daily, weekly, and monthly sales reports.
    • Update CRM and lead management systems.

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