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.

2. 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.

3. 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.