(CASA = Current Account & Savings Account)
Customer Acquisition
Acquire recent CASA customers through field visits, referrals, and lead generation.
Open Savings and Current Accounts as per business targets.
Build and maintain a solid customer pipeline.
Relationship Management
Develop and maintain relationships with existing customers.
Understand customer needs and provide suitable banking solutions.
Ensure high customer satisfaction and retention.
Sales & Cross-Selling
Cross-sell banking products such as:
Debit/Credit Cards
Insurance products
Loans
Fixed Deposits
Digital banking services

Achieve sales and revenue targets.Business DevelopmentIdentify recent business opportunities in the local market.Generate leads through corporate visits, market activities,



and networking.Customer ServiceResolve customer queries and complaints promptly.Guide customers regarding banking products and processes.Compliance & DocumentationEnsure proper KYC and account opening documentation.Follow bank policies and regulatory guidelines.Portfolio ManagementMonitor customer portfolios and account activities.Maintain account quality and reduce dormant accounts.Market IntelligenceTrack competitor activities and market trends.Suggest strategies to improve business growth.ReportingMaintain daily sales reports and activity trackers.Update management on targets, achievements, and customer feedback.

📌 Relationship Manager Casa Karnal (India)
🏢 SkillLabs
📍 India