Relationship Officer - 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.