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    Job · 21307261

    BENGALURU · FULLTIME

    Relationship Manager | Sales Manager | CASA (Branch Banking) Bangalore

    Velion It Consulting

    Velion It Consulting

    Bengaluru · onsite · Posted 4d ago

    Sourced fromNaukri
    ₹2.8L - ₹5.5L PA0–4 yrsfulltimeBengaluru

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    Section · 01

    About this role

    Job Description: Relationship Manager / Sales Manager CASA

    Department: Sales & Business Development – Branch Banking
    Industry: Banking / Financial Services
    Location: Bengaluru (Prestige Tower Branch)
    Employment Type: Full-Time, Permanent
    Experience: Freshers and candidates with 2–3 years of experience
    Openings: 130
    Bank: RMPA

    Job Summary

    We are looking for motivated and customer-focused candidates for Relationship Manager / Sales Manager – CASA roles in Branch Banking. The selected candidates will be responsible for acquiring new customers, generating business through open-market activities, mobilizing Current Account and Savings Account (CASA) deposits, and cross-selling banking products to achieve business targets.

    Freshers with good communication skills and a strong interest in banking sales are also encouraged to apply.

    Key Responsibilities

    • Acquire new Current Account and Savings Account customers through open-market sales and lead generation.
    • Generate leads through field visits, customer references, business establishments, and other sales activities.
    • Achieve monthly CASA acquisition and business targets.
    • Onboard new customers and ensure a smooth transition to the branch banking team.
    • Ensure proper account activation and encourage customers to maintain the required Average Quarterly Balance (AQB).
    • Promote digital banking services, internet banking, and other bank offerings.
    • Identify cross-selling opportunities for banking products such as trade services, foreign exchange, CMS, and other third-party products, wherever applicable.
    • Follow bank policies and regulatory guidelines, including KYC and AML requirements.
    • Maintain strong customer relationships and provide a positive customer experience.
    • Coordinate with the Branch Manager and internal product teams to achieve business objectives.
    • Maintain accurate sales reports, customer records, and daily activity updates.

    Eligibility Criteria

    • Education: Minimum Graduate; MBA or IRDA qualification preferred.
    • Experience: 2–3 years of experience in new-to-bank Current Account acquisition is preferred.
    • Freshers are also eligible if they have good communication skills and an interest in sales.
    • Basic knowledge of banking products, CASA, business banking, trade finance, or foreign exchange is preferred.
    • Good working knowledge of MS Excel and basic computer applications.
    • Strong verbal and written communication skills, preferably in English.
    • Ability to generate leads, build customer relationships, and work towards sales targets.
    • Willingness to travel locally and perform field sales activities.

    Required Skills

    CASA Sales | Current Account Acquisition | Savings Account Acquisition | Banking Sales | Field Sales | Lead Generation | Customer Acquisition | Relationship Management | Branch Banking | Cross-Selling | Business Development | KYC | AML | Communication Skills | MS Excel

    What We Are Looking For

    Candidates who are proactive, target-oriented, customer-focused, and comfortable with open-market sales. Both fresh graduates and experienced sales professionals with an interest in building a career in banking are welcome to apply.

    Interested candidates can share their updated resumes at:
    [email removed]



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    Section · 02

    Skills

    Savings Account AcquisitionCross SellingBranch BankingLiability SalesSME BankingBusiness DevelopmentCurrent Account AcquisitionBanking SalesRetail BankingField SalesLead GenerationAmlCustomer AcquisitionKYCRelationship ManagementCasa Sales

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