Relationship Manager Royal CASA

The Relationship Manager (Royal) in Retail Branch Banking is responsible for acquiring and managing affluent/premium customers while driving CASA growth and cross-selling banking products. The role focuses on relationship management revenue generation and achieving branch sales targets.

Key Responsibilities CASA Acquisition & Growth

• Acquire new CASA customers (Current Account & Savings Account)
• Increase branch CASA book through customer sourcing and referrals
• Deepen relationships with existing customers to improve balances
• Drive activation and retention of accounts

Customer Relationship Management

• Manage portfolio of Royal/Preferred customers
• Provide personalized banking solutions and priority servicing
• Maintain long-term customer relationships for higher wallet share
• Act as a single point of contact for premium customers

Sales & Cross-Selling

• Cross-sell banking products:
  • Insurance
  • Mutual funds
  • Fixed deposits
  • Credit cards
  • Personal/Home/Business loans
  • Forex and wealth products
• Generate revenue through product penetration

Business Development

• Source customers through:
  • Branch walk-ins
  • References
  • Corporate activities
  • Local market visits
  • Networking
• Conduct customer meetings and sales pitches

Compliance & Operations

• Ensure KYC and regulatory compliance
• Maintain proper documentation
• Follow banking policies and audit requirements

Required Skills

• Strong sales and relationship-building skills
• CASA sales knowledge
• Communication and negotiation ability
• Customer handling and service orientation
• Target-driven mindset
• Understanding of retail banking products

  The Relationship Manager (Royal) in Retail Branch Banking is responsible for acquiring and managing affluent/premium customers while driving CASA growth and cross-selling banking products. The role focuses on relationship management revenue generation and achieving branch sales targets.

Employment Type : Full Time
Experience: years
Vacancy: 1