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Relationship Manager - CASA
Company
SkillLabs
Location
gurgaon, haryana
Type
Full-time
Key Responsibilities:
Acquire new customers for retail banking products such as Savings Accounts, Current Accounts, Fixed Deposits, and other liability products.
Generate business through branch walk-ins, customer referrals, and market sourcing activities.
Build and maintain strong relationships with existing customers to enhance customer satisfaction and retention.
Cross-sell banking products including Insurance, Mutual Funds, Credit Cards, Personal Loans, and Home Loans.
Achieve monthly, quarterly, and annual sales targets assigned by the bank.
Identify customer financial needs and provide suitable banking solutions.
Conduct customer meetings and regular follow-ups to generate business opportunities.
Ensure compliance with bank policies, KYC norms, and regulatory guidelines.
Coordinate with branch staff and other departments for smooth customer onboarding and...
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