Relationship Manager - CASA

Department Icon BFSI (Operations & Lending)
Posted: 1 day ago
2-6 years
Jalandhar, Punjab
BFSI (Operations & Lending)
work from office
Full Time
Closes 12 Dec 2026

Posted: 1 day ago
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Job Description

Relationship Manager (RM) – Banking

Location: Jalandhar

Experience: 2–6 Years

Industry: Banking / Financial Services

Employment Type: Full-Time

Job Responsibilities

  • Manage and develop relationships with existing and new customers.
  • Acquire new customers through references, market visits, leads, and networking.
  • Handle banking products such as CASA, Current Account, Savings Account, Loans, Insurance, and Investment products.
  • Achieve assigned sales, revenue, and business targets.
  • Generate quality leads and convert them into business opportunities.
  • Cross-sell and up-sell relevant banking products to existing customers.
  • Ensure excellent customer service and maintain long-term client relationships.
  • Conduct regular customer meetings and market visits for business development.
  • Ensure proper documentation, KYC, and compliance as per bank policies.
  • Coordinate with internal teams for smooth processing and customer servicing.

Candidate Profile

  • Graduate in any discipline; MBA/PGDM will be an added advantage.
  • 2–6 years of experience in banking, NBFC, financial services, or sales.
  • Good knowledge of banking products and customer acquisition.
  • Strong communication, negotiation, and relationship-management skills.
  • Target-oriented with a strong focus on business development.
  • Candidates with experience in CASA, Retail Banking, Business Banking, LAP, Personal Loan, or Cross-Selling will be preferred.

Key Skills

Relationship Management | Sales & Business Development | Customer Acquisition | CASA | Cross-Selling | Lead Generation | Banking Products | Market Visits | Target Achievement

Compensation

Salary: As per experience and industry standards + Incentives

Career Growth: Opportunity for growth within the banking sector.

Skills

Banking ProductsSalesAcquisitionBusiness BankingInvestment ProductsManagement SkillsRetail Banking

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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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