Job Responsibilities
Manage and develop relationships with existing and recent customers.
Acquire recent customers through references, market visits, leads, and networking.
Handle banking products such as CASA, Current Account, Savings Account, Loans, Insurance, and Investment products.
Achieve assigned sales, revenue, and business targets.
Generate quality leads and convert them into business opportunities.
Cross-sell and up-sell relevant banking products to existing customers.
Ensure excellent customer service and maintain long-term client relationships.
Conduct regular customer meetings and market visits for business development.
Ensure proper documentation, KYC, and compliance as per bank policies.
Coordinate with internal teams for smooth processing and customer servicing.
Candidate Profile
Graduate in any discipline; MBA/PGDM will be an added advantage.
2–6 years of experience in banking, NBFC, financial services, or sales.
Good knowledge of banking products and customer acquisition.
Strong communication, negotiation, and relationship-management skills.
Target-oriented with a solid focus on business development.
Candidates with experience in CASA, Retail Banking, Business Banking, LAP, Personal Loan, or Cross-Selling will be preferred.
Key Skills Relationship Management | Sales & Business Development | Customer Acquisition | CASA | Cross-Selling | Lead Generation | Banking Products | Market Visits | Target Achievement
Compensation
Salary: As per experience and industry standards + Incentives
Growth opportunities: Chance for growth within the banking sector.
📌 Relationship Manager Casa Jalandhar
🏢 SkillLabs
📍 Jalandhar
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