Role : CASA Relationship Manager Function : Retail Banking — Branch Sales Experience : 1-4 years in CASA/retail banking sales
Role Overview Responsible for acquiring recent Current Account and Savings Account customers through field sales, referrals, and branch walk-ins. Drives liability book growth for the branch.
Key Responsibilities
- Acquire new CASA accounts — Savings, Current, and Salary accounts — through active field sales and lead conversion
- Meet monthly targets for account opening, initial funding, and average balance maintenance
- Cross-sell banking products including FDs, insurance, mutual funds, and credit cards to new and existing customers
- Ensure KYC compliance and documentation accuracy at the time of account opening
- Build and maintain relationships with local businesses, societies, and institutions for bulk account acquisition
- Coordinate with branch team for seamless customer onboarding
- Graduate in any discipline (MBA preferred)
- 1-3 years in CASA sales, preferably with a private sector bank
- Strong local market knowledge and existing customer network
- Good communication skills in local language and English