01 Aug
|
Mspire Ventures
|
Gandhidham
01 Aug
Mspire Ventures
Gandhidham
Job Description:
We Are Hiring Relationship Manager In (gandhidham ,mudra,bhuj).
Job Title: Relationship Manager – CASA Sales
Location: Thane
Job Type: [Full time]
Department: Retail Banking / Sales
Experience Required: 1–3 years in CASA acquisition or banking sales
Salary: 12LPA
Key Responsibilities:
- Acquire new CASA customers through field visits, referrals, and lead generation.
- Cross-sell other banking products such as term deposits, insurance, and loans.
- Maintain relationships with existing customers and ensure consistent follow-up.
- Conduct customer profiling to understand financial needs and offer suitable products.
- Meet monthly and quarterly CASA sales targets as set by the bank.
- Ensure KYC compliance and proper documentation for account opening.
- Collaborate with branch and backend teams for seamless onboarding and service delivery.
- Participate in marketing campaigns, roadshows, and client acquisition drives.
- Maintain accurate customer records and submit daily reports to supervisors.
- Stay updated on competitor offerings, market trends, and regulatory changes.
Requirements:
- Bachelor's degree in any discipline; MBA preferred.
- 1–3 years of experience in CASA acquisition or direct sales in banking.
- Excellent communication and interpersonal skills.
- Ability to work independently and achieve targets under pressure.
- Basic knowledge of banking regulations and KYC norms.
- Proficiency in MS Office and sales tracking tools.
📌 We Are Hiring Relationship Manager In Thane (Gandhidham)
🏢 Mspire Ventures
📍 Gandhidham