Sales Relationship Manager - CASA (Mumbai)

Sales Relationship Manager - CASA (Mumbai)

04 Nov
|
Quotient Consultancy
|
Mumbai

04 Nov

Quotient Consultancy

Mumbai

Hiring - Sales Relationship Manager (CASA)

Exp - 2yrs to 6yrs

Location - Mumbai, Thane, Navi Mumbai

Key Responsibilities

- Acquire Recent-to-Bank (NTB) customers for Savings Accounts and Current Accounts through open-market sourcing.
- Generate leads through references, networking and field sales activities.
- Drive CASA balances, account opening and deposit mobilization.
- Build and maintain strong relationships with existing and prospective customers.
- Identify customer requirements and recommend suitable banking products.
- Cross-sell Fixed Deposits, Insurance, Mutual Funds, Loans and other banking products.
- Ensure timely account activation, funding and customer onboarding.
- Achieve assigned monthly sales targets and business objectives.
- Ensure proper KYC documentation and compliance with banking policies.




- Coordinate with internal teams for smooth account opening and customer service.

Candidate Requirements

- Graduate in any discipline; MBA preferred.
- 15 years of experience in banking sales / CASA sales / relationship management.
- Experience in Savings Account and Current Account acquisition.
- Knowledge of open-market sourcing and lead generation.
- Strong communication, negotiation and customer-handling skills.
- Target-oriented with the ability to generate business independently.

Interested candidates can connect GIRIJA : 022-40697704 / (phone hidden) OR

Email id : [email protected]

📌 Sales Relationship Manager - CASA (Mumbai)
🏢 Quotient Consultancy
📍 Mumbai

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