Relationship Manager - CASA

SkillLabs

Full-time Other-General
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Location
khandwa, madhya pradesh, India
Posted
July 12, 2026

Job Description

Roles & Responsibilities
  • Acquire new CASA customers by sourcing Current Account and Savings Account clients.
  • Generate leads through cold calling, referrals, field visits, and local market activities.
  • Build and maintain strong relationships with individual and business customers.
  • Achieve monthly, quarterly, and annual CASA acquisition and revenue targets.
  • Cross-sell banking products such as fixed deposits, insurance, mutual funds, credit cards, personal loans, and other retail banking products.
  • Increase customer engagement and improve account balances through regular follow-ups.
  • Conduct KYC verification and ensure compliance with all banking regulations and internal policies.
  • Handle customer queries and provide prompt resolution to ensure high customer satisfaction.
  • Identify customer financial needs and recommend suitable banking solutions.
  • Coordinate ...