CASA Sales Relationship Manager – Roles & Responsibilities
• Business Development
• Acquire new customers for CASA (Current Account & Savings Account) products
• Generate leads through field visits, referrals, and cold calling
• Build and maintain a strong sales pipeline
• Customer Relationship Management
• Develop long-term relationships with customers
• Understand client needs and provide suitable banking solutions
• Ensure high customer satisfaction and retention
• Revenue Generation
• Achieve monthly and quarterly CASA targets
• Cross-sell banking products like:
• Insurance
• Loans (Personal, Business, LAP)
• Credit Cards
• Investment products
• Portfolio Management
• Manage and grow an existing portfolio of customers
• Increase account balances and transaction volumes
• Monitor account activity and ensure profitability
• Market & Area Mapping
• Identify potential business opportunities in the assigned territory
• Analyze competitor activities and market trends
• Build robust local networks (DSA, dealers, corporates, SMEs)
• Compliance & Documentation
• Ensure all KYC and documentation is complete and accurate
• Follow banking norms, policies, and regulatory guidelines
• Maintain proper records of client interactions
• Coordination & Reporting
• Coordinate with internal teams (operations, credit, product teams)
• Prepare daily/weekly sales reports
• Update CRM systems regularly
• Customer Service
• Handle customer queries and resolve issues promptly
• Ensure smooth onboarding and account activation