Job Description
We are looking for Relationship Manager – CASA to join our Branch Banking team .
Key Responsibility:
>Acquire New High-Value CASA Accounts Source and acquire high-end Current & Savings Accounts through open market activities. Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance. >Ensure Smooth Customer Onboarding
Facilitate a seamless transition from acquisition to branch banking.
Coordinate with branch teams to ensure all customer onboarding steps are completed smoothly. >Drive Customer Activation & Engagement Ensure customers start account usage and maintain required AQB within the first month/quarter. Achieve 80% AQB adherence , 75% Internet Banking activation , and 50% DSB penetration . >Lead Generation Activities
Conduct market visits, cold calls, events, and customer meets to generate qualified leads.
Build and maintain a healthy pipeline for continuous CASA acquisition. >Cross-Selling & Business Collaboration
Identify customer needs and route opportunities to respective teams.
Collaborate with Branch Manager & product teams (Trade, FX, CMS/DSB, etc.) to provide the right banking solutions .
Eligibility Criteria:
Minimum education required: Graduate ; candidates with MBA and IRDA qualification will be preferred. 2–3 years of experience in New-to-Bank Current Account acquisition, preferably within the SME segment. Strong understanding of local markets, commercial catchments, and business segments . Excellent written and verbal communication skills with high grooming standards. Good proficiency in Microsoft Excel along with basic knowledge of Business Banking, Trade, and FX .
Key Responsibility:
>Acquire New High-Value CASA Accounts Source and acquire high-end Current & Savings Accounts through open market activities. Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance. >Ensure Smooth Customer Onboarding
Facilitate a seamless transition from acquisition to branch banking.
Coordinate with branch teams to ensure all customer onboarding steps are completed smoothly. >Drive Customer Activation & Engagement Ensure customers start account usage and maintain required AQB within the first month/quarter. Achieve 80% AQB adherence , 75% Internet Banking activation , and 50% DSB penetration . >Lead Generation Activities
Conduct market visits, cold calls, events, and customer meets to generate qualified leads.
Build and maintain a healthy pipeline for continuous CASA acquisition. >Cross-Selling & Business Collaboration
Identify customer needs and route opportunities to respective teams.
Collaborate with Branch Manager & product teams (Trade, FX, CMS/DSB, etc.) to provide the right banking solutions .
Eligibility Criteria:
Minimum education required: Graduate ; candidates with MBA and IRDA qualification will be preferred. 2–3 years of experience in New-to-Bank Current Account acquisition, preferably within the SME segment. Strong understanding of local markets, commercial catchments, and business segments . Excellent written and verbal communication skills with high grooming standards. Good proficiency in Microsoft Excel along with basic knowledge of Business Banking, Trade, and FX .
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