Relationship officer- CASA

Customer Service & Relationship Management

• Handle walk-in customers and resolve service-related queries and complaints
• Manage key retail and HNI customer relationships
• Ensure high levels of customer satisfaction and service quality
• Cross-sell banking products based on customer needs
• Sales & Business Development
• Drive sales of CASA, FD, RD, loans, credit cards, and third-party products
• Achieve individual and branch sales targets
• Lead local marketing activities and customer acquisition campaigns
• Support digital banking adoption among customers
• Compliance & Risk Management
• Ensure adherence to KYC, AML, and regulatory guidelines
• Monitor audit compliance and close audit observations on time
• Minimize operational risk and prevent fraud
• Maintain proper documentation and process controls
• Team Handling & Support
• Supervise and guide branch staff, CSOs, and tellers
• Provide on-the-job training and performance feedback
• Ensure staff productivity and discipline
• Act as the branch-in-charge in the absence of the Branch Manager
• Reporting & MIS
• Prepare and review daily, weekly, and monthly MIS reports
• Track branch performance, sales productivity, and service TAT
• Share insights with Branch Manager for business improvement