Relationship Manager - CASA (Kolkata)

Relationship Manager - CASA (Kolkata)

07 Oct
|
SkillLabs
|
Kolkata

07 Oct

SkillLabs

Kolkata

- CASA Acquisition & Sales
- Acquire recent Current Account and Savings Account (CASA) customers.
- Source customers through field visits, references, and branch leads.
- Achieve monthly/quarterly CASA targets for account opening and balances.

- Customer Relationship Management

- Build and maintain long-term relationships with retail, HNI, and business clients.
- Act as a single point of contact for customer banking needs.
- Ensure high customer satisfaction and service quality.

- Cross-Selling & Revenue Generation

- Cross-sell banking products such as FD/RD, insurance, mutual funds, credit cards, loans, and digital banking products.
- Increase fee income and product penetration per customer.

- Account Management

- Monitor account balances, transaction volumes, and average monthly balance (AMB).
- Reduce account dormancy and improve account activation.
- Support customers with account-related queries and services.

📌 Relationship Manager - CASA (Kolkata)
🏢 SkillLabs
📍 Kolkata

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