We are looking for a dynamic and result-oriented CASA Sales Relationship Manager (RM) to acquire current customers and grow the CASA (Current Account & Savings Account) portfolio. The candidate will be responsible for generating leads, opening accounts, maintaining customer relationships, and achieving monthly sales targets.
Key Responsibilities
- Acquire new customers for Current Account and Savings Account products.
- Generate leads through field visits, references, and market activities.
- Build and maintain strong relationships with individual and corporate clients.
- Cross-sell banking products such as insurance, loans, credit cards, and investment products.
- Ensure KYC and compliance documentation is completed accurately.
- Meet monthly and quarterly CASA acquisition targets.
- Provide excellent customer service and resolve customer queries promptly.
- Monitor competitor activities and market trends.
- Coordinate with branch staff for smooth onboarding of customers.
Required Skills
- Strong communication and interpersonal skills.
- Good sales and negotiation abilities.
- Customer relationship management skills.
- Knowledge of banking products and CASA sales process.
- Ability to work under pressure and achieve targets.
- Basic computer knowledge and MS Office skills.
📌 Relationship Manager - CASA (Dera Bassi)
🏢 SkillLabs
📍 Dera Bassi
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