A Branch Relationship Manager (CASA Sales) is responsible for acquiring and managing customers for Current Account and Savings Account (CASA) products while driving branch business growth.
Roles And Responsibilities
• Acquire recent customers for Current Accounts and Savings Accounts through branch leads, referrals, and field activities.
• Achieve monthly and quarterly CASA sales targets.
• Generate leads from walk-in customers, corporate visits, and local market mapping.
• Build and maintain relationships with individual customers, SMEs, traders, and corporate clients.
• Promote banking products such as fixed deposits, debit cards, internet banking, mobile banking, insurance, and investment products.
• Increase account balances and improve CASA portfolio value.
• Cross-sell third-party products like insurance, mutual funds, and loans.
• Conduct customer meetings and field visits to source new business.
• Ensure high levels of customer service and resolve customer queries promptly.
• Maintain regular follow-ups with existing customers to enhance engagement and retention.
• Ensure KYC, AML, and other regulatory compliance while opening accounts.
• Coordinate with branch operations and other departments for smooth account processing.
• Monitor competitor activities and identify market opportunities.
• Prepare daily sales reports and update management on business performance.
• Participate in branch marketing campaigns, events, and promotional activities.
Key Skills Required
• Sales and relationship management
• Communication and negotiation skills
• Customer handling ability
• Market knowledge
• Cross-selling skills
• Target-oriented approach
• Knowledge of banking products and compliance