Leading Private Bank·1 month ago
1 month ago
CASA Relationship Manager
Sign up free to see how well your resume matches this role.
What you'll do
- Acquire new CASA customers through field sales, referrals, and market sourcing.
- Generate Current Account and Savings Account business from individual and business customers.
- Build and maintain strong relationships with existing customers.
- Increase CASA balances and deepen customer engagement.
- Conduct customer meetings, field visits, and corporate visits for lead generation.
- Ensure timely completion of KYC and account opening documentation.
- Resolve customer queries and deliver excellent service.
- Achieve monthly sales, acquisition, and revenue targets.
- Maintain compliance with RBI and bank policies.
What they're looking for
- Experience in banking sales or financial services
- Knowledge of KYC and account opening procedures
- Strong communication and relationship management skills
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
- Acquire new CASA customers through field sales, referrals, and market sourcing.
- Generate Current Account and Savings Account business from individual and business customers.
- Build and maintain strong relationships with existing customers.
- Increase CASA balances and deepen customer engagement.
- Conduct customer meetings, field visits, and corporate visits for lead generation.
- Ensure timely completion of KYC and account opening documentation.
- Resolve customer queries and deliver excellent service.
- Achieve monthly sales, acquisition, and revenue targets.
- Maintain compliance with RBI and bank policies.
Company
Leading Private Bank
Ludhiana, United States of America
Company facts come from this company's own listings. We only show what the postings themselves carry.