Relationship Manager - CASA

CASA Acquisition

• Identify and acquire new customers for Current Accounts and Savings Accounts.
• Conduct field visits, cold calls, and lead generation activities.
• Explain product features, benefits, charges, and documentation requirements to customers.
• Customer Onboarding
• Ensure end-to-end account opening process : documentation, KYC checks, form filling, and activation.
• Verify customer details as per bank compliance and regulatory guidelines.
• Customer Relationship Management
• Maintain strong relationships with existing CASA customers.
• Cross-sell banking products (FD, RD, insurance, loans, credit cards, digital banking).
• Resolve customer queries related to account transactions, digital channels, and service requests.

Skills Required

Digital Banking, Lead Generation, Customer Relationship Management