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Relationship Manager - CASA

SkillLabs

Full time On-site
Location
Kolkata
Work mode
On-site
Posted Today

Job description



  • CASA Acquisition & Sales
  • Acquire new Current Account and Savings Account (CASA) customers.
  • Source customers through field visits, references, and branch leads.
  • Achieve monthly/quarterly CASA targets for account opening and balances.
Customer Relationship Management
  • Build and maintain long-term relationships with retail, HNI, and business clients.
  • Act as a single point of contact for customer banking needs.
  • Ensure high customer satisfaction and service quality.
Cross-Selling & Revenue Generation
  • Cross-sell banking products such as FD/RD, insurance, mutual funds, credit cards, loans, and digital banking products.
  • Increase fee income and product penetration per customer.
Account Management
  • Monitor account balances, transaction volumes, and average monthly balance (AMB).
  • Reduce account dormancy and improve account activation.
  • Support customers with account-related queries and services.

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