Relationship Manager - CASA

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.