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Relationship Manager CASA Sales (Pvt leading Bank)
Relationship Manager CASA Sales (Pvt leading Bank)Synergy Plus Business Consulting Group • Pune, Maharashtra, India
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Relationship Manager CASA Sales (Pvt leading Bank)

Relationship Manager CASA Sales (Pvt leading Bank)

Synergy Plus Business Consulting Group • Pune, Maharashtra, India
2 days ago
Job description

Key Responsibilities

  • Acquire new CASA (Current & Savings Account) customers through field visits, leads, and referrals.
  • Manage and grow relationships with existing CASA clients .
  • Cross-sell banking products such as FD / RD, insurance, loans, and investment products .
  • Conduct customer onboarding, KYC verification, and ensure compliance.
  • Achieve monthly acquisition and revenue targets .
  • Provide excellent customer service and maintain long-term relationships.

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Relationship Manager • Pune, Maharashtra, India

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