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)
Synergy Plus Business Consulting Group • Pune, Maharashtra, India
3 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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