Relationship Manager - CASA

Department Icon Business Development / Sales
147+ Applicants
Posted: 3 weeks ago
0-1 years
Delhi, Delhi
work from office

Posted: 3 weeks ago
|
Applicants: 147+
Job Description
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Job Description

Key Roles And Responsibilities
  • Customer Acquisition & Sales:
    • Source new customers for Current Account and Savings Account (CASA) through various channels like cold calls, referrals, and walk-ins.
    • Achieve monthly and quarterly CASA sales targets set by the bank.
    • Cross-sell banking products such as FD, RD, insurance, mutual funds, and other retail assets.
  • Relationship Management:
    • Build and maintain strong relationships with high-value customers.
    • Provide personalized banking solutions to enhance customer satisfaction and loyalty.
    • Ensure high levels of customer service and query resolution.
  • Portfolio Management:
    • Manage and grow the portfolio of CASA customers.

      Looking to get Placed? Try our Placement Guarantee Plan

    • Monitor account activity to identify opportunities for cross-selling or risk management.
    • Ensure zero leakage of income and maintain KYC and AML compliance.
  • Branch Coordination:
    • Work closely with the branch operations and service teams to ensure smooth customer onboarding.
    • Participate in local marketing activities and branch-level campaigns to drive business.

Skills

SalesCustomer AcquisitionCustomer Satisfaction

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Important dates & deadlines?

Application Deadline

26 May 26, 05:10 PM IST

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Relationship Manager - CASA

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