The Relationship Manager – CASA is responsible for acquiring new customers, increasing CASA deposits, managing customer relationships, and driving cross-sales of banking products. The role focuses on business development, portfolio management, and delivering excellent customer service while achieving sales targets.

Key Responsibilities

- Acquire new CASA customers through referrals, field visits, and market sourcing.
- Generate and manage Current Account and Savings Account business.
- Build and maintain solid relationships with existing and prospective customers.
- Cross-sell banking products such as FD, Insurance, Credit Cards, Loans, and Investment products.
- Achieve monthly and quarterly business targets for CASA and cross-sales.
- Ensure smooth customer onboarding and account activation.




- Provide prompt resolution to customer queries and service requests.
- Maintain portfolio hygiene and ensure compliance with KYC/AML guidelines.
- Conduct regular customer meetings to identify business opportunities and deepen relationships.

Eligibility

- Graduate in any discipline (MBA preferred).
- 2–4 years of experience in CASA Sales, Retail Banking, or Relationship Management.
- Strong communication, sales, and customer relationship skills.
- Ability to work in a target-driven environment.

Key Skills

- CASA Acquisition
- Relationship Management
- Cross-Selling
- Portfolio Management
- Customer Service
- Sales & Business Development
- Banking Product Knowledge

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