Job Description
The Relationship Manager CASA is responsible for acquiring new customers, increasing CASA deposits, managing customer relationships, and driving cross-sales of banking products. The role focuses on business development, portfolio management, and delivering excellent customer service while achieving sales targets.
Key Responsibilities:- Acquire new CASA customers through referrals, field visits, and market sourcing.
- Generate and manage Current Account and Savings Account business.
- Build and maintain strong relationships with existing and prospective customers.
- Cross-sell banking products such as FD, Insurance, Credit Cards, Loans, and Investment products.
- Achieve monthly and quarterly business targets for CASA and cross-sales.
- Ensure smooth customer onboarding and account activation.
- Provide prompt resolution to customer queries and service requests.
- Maintain p...
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