Relationship Manager

3 days ago


Delhi, India Skilllabs Full time

Key Roles and Responsibilities Customer Acquisition Sales Source new customers for Current Account and Savings Account CASA through various channels like cold calls referrals and walk-ins Achieve monthly and quarterly CASA sales targets set by the bank Cross-sell banking products such as FD RD insurance mutual funds and other retail assets Relationship Management Build and maintain strong relationships with high-value customers Provide personalized banking solutions to enhance customer satisfaction and loyalty Ensure high levels of customer service and query resolution Portfolio Management Manage and grow the portfolio of CASA customers Monitor account activity to identify opportunities for cross-selling or risk management Ensure zero leakage of income and maintain KYC and AML compliance Branch Coordination Work closely with the branch operations and service teams to ensure smooth customer onboarding Participate in local marketing activities and branch-level campaigns to drive business



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