Relationship Manager CASA Sales

3 days ago


Pune, Maharashtra, India Synergy Plus Business Consulting Group Full time

Key Responsibilities

  • Acquire
    new CASA (Current & Savings Account)
    customers through field visits, leads, and referrals.
  • Manage and grow relationships with
    existing CASA clients
    .
  • Cross-sell banking products such as
    FD/RD, insurance, loans, and investment products
    .
  • Conduct customer onboarding, KYC verification, and ensure compliance.
  • Achieve monthly
    acquisition and revenue targets
    .
  • Provide excellent customer service and maintain long-term relationships.

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