Relationship Leader - CASA

Department Icon BFSI (Operations & Lending)
Posted: 1 month ago
3-6 years
Angul, Odisha
BFSI (Operations & Lending)
work from office
Full Time
Closes 12 Dec 2026

Posted: 1 month ago
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Job Description

Relationship Leader

Roles & Responsibilities

  • Manage and lead a team of Relationship Managers/Officers.
  • Drive team performance and achieve monthly business targets.
  • Guide the team in lead generation, customer acquisition, and sales activities.
  • Monitor daily team performance, productivity, and conversion ratios.
  • Handle customer relationships and support the team in resolving escalations.
  • Develop new business opportunities through market visits, references, and existing customers.
  • Ensure proper follow-up on leads and timely closure of sales.
  • Train, coach, and motivate team members to improve performance.
  • Coordinate with internal departments for smooth processing and service delivery.
  • Ensure adherence to company policies, KYC, and compliance requirements.
  • Prepare regular sales and performance reports for management.

Requirements

  • Graduate in any discipline.
  • 3–6 years of experience in banking/NBFC/financial services.
  • Prior experience in team handling and sales is mandatory.
  • Strong leadership, communication, and customer-handling skills.
  • Target-oriented with good team management abilities.
  • Knowledge of banking/financial products preferred.

Skills

SalesAcquisition

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About Company

Our motto at Skillab.in is straightforward: accuracy in talent matching. We believe that the ideal candidate must effortlessly mesh with a company's core values, culture, and vision, just as essential machinery pieces must fit together with absolute accuracy for optimal performance. We refer to this as a "hygiene fit" since it combines technical skill and cultural resonance. Why Consider Skillab.in for your company? Hygiene Fit Guarantee: Our meticulous screening ensures every candidate aligns with your Company ethos and technological ambition. Efficiency and Quality: Our tech-driven approach prioritizes quality over quantity, ensuring your Company meets only the most fitting candidates. Proposed Action – Let's make this tangible! anytime soon, how about having a virtual meeting? We can't wait to show you how Skillab.in might enhance your company talent search process. Additionally, putting a face to a name is always a plus!

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