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Relationship Manager - CASA

Fresher Meerut 06 Jan, 2026

SKILLLABS RESOURCE SERVICES PRIVATE LIMITED

Job Location	Meerut
Education	Not Mentioned
Salary	Not Disclosed
Industry	Banking
Functional Area	Sales / BD
EmploymentType	Full-time

Job Description

Roles and ResponsibilitiesJob PurposeResponsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible forAcquiring new Banks HNW relationships.To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.(HNW Portfolio Management - Acquiring, Enhancing, Deepening and Retention)Liaising with branch staff to flag eligible customers form HNW portfolioAcquire new customers who meet product criteriaRegular interaction with the customer to build rapport to understand and update the profile.Enhance the Overall value/book size of the portfolioMaintain the overall quality / hygiene parameters of the portfolioCross selling products of the bank based on the customer needJoint calls being done along with Supervisor as per defined processAdvisory services to be offered based on the requirementAchieving MTD and YTD Revenue TargetsAttrition control of customersOperations, Marketing & Processes :Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)Ensure KYC / AML norms are adhered to at all points of timeEnsure that norms are adhered to for individuals workstationIncrease in wallet share :Look for opportunities to cross sell any other product of the Bank, to ensure that Bank is a one stop shop & solution for all banking needs of the HNW CustomerSales to family members and associates (all network)Ensure that optimal levels of Income generating is reachedProduct Penetration & contribution towards focused productCustomer Service :Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.Customer is informed about any regulatory or process change. Keep the customer updated on program features.Ensure timely customer communication on requests and concerns raised.Proactive complaint management through feedback from customers.Promoting all direct banking channels and ensuring that the customer is utilizing the sameEnsure smooth transition of handover/takeover of the portfolioKey Skills :Sales and Influencing SkillsBanking Product & Process KnowledgeNRI Product and Regulatory KnowledgePlanning and Organizing SkillsGood Communication skillsKnowledge of Competition & Current trends in financial Industry.IRDA CertificationNCFM Certification (Optional)Exposure to Portfolio Management segment

Keyskills :
casa sales

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