Relationship Manager - CASA

Key Roles And Responsibilities Customer Acquisition & Sales:Source new customers for Current Account and Savings Account (CASA) through various channels like cold calls, referrals, and walk-ins. Achieve monthly and quarterly CASA sales targets set by the bank. Cross-sell banking products such as FD, RD, insurance, mutual funds, and other retail assets. Relationship Management:Build and maintain strong relationships with high-value customers. Provide personalized banking solutions to enhance customer satisfaction and loyalty. Ensure high levels of customer service and query resolution. Portfolio Management:Manage and grow the portfolio of CASA customers. Monitor account activity to identify opportunities for cross-selling or risk management. Ensure zero leakage of income and maintain KYC and AML compliance. Branch Coordination:Work closely with the branch operations and service teams to ensure smooth customer onboarding. Participate in local marketing activities and branch-level campaigns to drive business.