Relationship Manager - CASA

1. CASA Acquisition & Sales <ul data-end="471" data-start="146"> <li data-end="276" data-start="146"> <p data-end="276" data-start="148">Acquire new <b>Savings Accounts and Current Accounts</b> through branch walk-ins, field sourcing, referrals, and corporate visits</p> </li> <li data-end="353" data-start="277"> <p data-end="353" data-start="279">Meet monthly/quarterly <b>CASA targets</b> (accounts, balances, activation)</p> </li> <li data-end="412" data-start="354"> <p data-end="412" data-start="356">Focus on <b>quality sourcing</b> and sustainable balances</p> </li> <li data-end="471" data-start="413"> <p data-end="471" data-start="415">Cross-sell CASA to existing loan and product customers</p> </li> </ul> 2. Customer Relationship Management <ul data-end="794" data-start="513"> <li data-end="575" data-start="513"> <p data-end="575" data-start="515">Handle <b>retail and HNI customers</b> for CASA-related needs</p> </li> <li data-end="642" data-start="576"> <p data-end="642" data-start="578">Ensure high standards of <b>customer service and satisfaction</b></p> </li> <li data-end="721" data-start="643"> <p data-end="721" data-start="645">Resolve customer queries related to account opening, KYC, and transactions</p> </li> <li data-end="794" data-start="722"> <p data-end="794" data-start="724">Maintain long-term relationships to improve <b>retention and balances</b></p> </li> </ul> 3. Account Opening & Documentation <ul data-end="1097" data-start="835"> <li data-end="922" data-start="835"> <p data-end="922" data-start="837">Complete <b>KYC, AML, and account opening formalities</b> as per RBI and bank policies</p> </li> <li data-end="970" data-start="923"> <p data-end="970" data-start="925">Ensure accuracy in documents and data entry</p> </li> <li data-end="1040" data-start="971"> <p data-end="1040" data-start="973">Coordinate with <b>operations team</b> for smooth account activation</p> </li> <li data-end="1097" data-start="1041"> <p data-end="1097" data-start="1043">Adhere strictly to compliance and audit requirements</p> </li> </ul> 4. Cross-Selling & Revenue Generation <ul data-end="1399" data-start="1141"> <li data-end="1334" data-start="1141"> <p data-end="1179" data-start="1143">Cross-sell banking products such as:</p> <ul data-end="1334" data-start="1182"> <li data-end="1211" data-start="1182"> <p data-end="1211" data-start="1184">Debit cards, cheque books</p> </li> <li data-end="1246" data-start="1214"> <p data-end="1246" data-start="1216">Net banking & mobile banking</p> </li> <li data-end="1288" data-start="1249"> <p data-end="1288" data-start="1251">Fixed Deposits & Recurring Deposits</p> </li> <li data-end="1334" data-start="1291"> <p data-end="1334" data-start="1293">Insurance, Mutual Funds, Demat accounts</p> </li> </ul> </li> <li data-end="1399" data-start="1335"> <p data-end="1399" data-start="1337">Increase <b>fee income and float income</b> from CASA customers</p> </li> </ul>