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Relationship Manager - CASA

SkillLabs

gurgaon, haryana, India Full-time June 19, 2026

Found Description

Key Responsibilities:
  • Acquire new customers for retail banking products such as Savings Accounts, Current Accounts, Fixed Deposits, and other liability products.
  • Generate business through branch walk-ins, customer referrals, and market sourcing activities.
  • Build and maintain strong relationships with existing customers to enhance customer satisfaction and retention.
  • Cross-sell banking products including Insurance, Mutual Funds, Credit Cards, Personal Loans, and Home Loans.
  • Achieve monthly, quarterly, and annual sales targets assigned by the bank.
  • Identify customer financial needs and provide suitable banking solutions.
  • Conduct customer meetings and regular follow-ups to generate business opportunities.
  • Ensure compliance with bank policies, KYC norms, and regulatory guidelines.
  • Coordinate with branch staff and other departments for smooth customer onboarding and...

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