Job Description: Relationship Manager / Sales Manager CASA

Department: Sales & Business Development Branch Banking

Industry: Banking / Financial Services

Location: Bengaluru (all locations),Chennai(All locations),Ahmedabad(all locations)

Employment Type: Full-Time, Permanent

Experience: candidates with 2 to 3 years of experience

Bank: RMPA

Job Summary

We are looking for motivated and customer-focused candidates for Relationship Manager / Sales Manager CASA roles in Branch Banking. The selected candidates will be responsible for acquiring new customers, generating business through open-market activities, mobilizing Current Account and Savings Account (CASA) deposits, and cross-selling banking products to achieve business targets.

Freshers with valuable communication skills and a strong interest in banking sales are also encouraged to apply.

Key Responsibilities

- Acquire new Current Account and Savings Account customers through open-market sales and lead generation.
- Generate leads through field visits, customer references, business establishments, and other sales activities.
- Achieve monthly CASA acquisition and business targets.
- Onboard new customers and ensure a smooth transition to the branch banking team.
- Ensure proper account activation and encourage customers to maintain the required Average Quarterly Balance (AQB).
- Promote digital banking services, internet banking, and other bank offerings.
- Identify cross-selling opportunities for banking products such as trade services, foreign exchange, CMS, and other third-party products, wherever applicable.
- Follow bank policies and regulatory guidelines,



including KYC and AML requirements.
- Maintain strong customer relationships and provide a positive customer experience.
- Coordinate with the Branch Manager and internal product teams to achieve business objectives.
- Maintain accurate sales reports, customer records, and daily activity updates.
- Eligibility Criteria

- Education: Minimum Graduate; MBA or IRDA qualification preferred.
- Experience: 2–3 years of experience in new-to-bank Current Account acquisition is preferred.
- Freshers are also eligible if they have good communication skills and an interest in sales.
- Basic knowledge of banking products, CASA, business banking, trade finance, or foreign exchange is preferred.
- Good working knowledge of MS Excel and basic computer applications.
- Strong verbal and written communication skills, preferably in English.
- Ability to generate leads, build customer relationships, and work towards sales targets.
- Willingness to travel locally and perform field sales activities.

Required Skills

CASA Sales | Current Account Acquisition | Savings Account Acquisition | Banking Sales | Field Sales | Lead Generation | Customer Acquisition | Relationship Management | Branch Banking | Cross-Selling | Business Development | KYC | AML | Communication Skills | MS Excel

What We Are Looking For

Candidates who are proactive, target-oriented, customer-focused, and comfortable with open-market sales. Both fresh graduates and experienced sales professionals with an interest in building a career in banking are welcome to apply.

Interested candidates can share their updated resumes at:
[email protected]

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