Relationship Manager Royal - CASA

Roles & Responsibilities – Relationship Manager (Royal CASA Sales)

• Acquire new High Net Worth (HNI) and affluent customers for Current Account and Savings Account (CASA) business.
• Build and maintain strong relationships with Royal/Privilege banking customers to increase customer engagement and retention.
• Drive CASA acquisition, liability growth, and portfolio expansion through customer sourcing and referrals.
• Cross-sell banking products such as Fixed Deposits, Insurance, Mutual Funds, Credit Cards, Loans, and Investment Products.
• Provide personalized financial solutions based on customer requirements and financial goals.
• Manage customer portfolios and increase wallet share by deepening existing relationships.
• Achieve monthly, quarterly, and annual sales and revenue targets.
• Ensure high-quality customer service and timely resolution of customer queries.
• Coordinate with branch operations and service teams for smooth customer onboarding and servicing.
• Maintain KYC, AML, and regulatory compliance while opening and managing customer accounts.
• Conduct market mapping, customer profiling, and lead-generation activities to identify new business opportunities.
• Prepare daily sales reports, maintain CRM records, and track portfolio performance.

Key Skills Required

• Relationship Management
• CASA Sales & Liability Products
• Customer Acquisition
• Cross-Selling
• Portfolio Management
• Communication & Negotiation
• Customer Service Orientation
• Target Achievement & Business Development