Relationship Manager

We are looking for Relationship Manager – CASA to join our Branch Banking team.

Key Responsibility:

>Acquire New High-Value CASA Accounts

• Source and acquire high-end Current & Savings Accounts through open market activities.
• Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance.

>Ensure Smooth Customer Onboarding

• Facilitate a seamless transition from acquisition to branch banking.
• Coordinate with branch teams to ensure all customer onboarding steps are completed smoothly.

>Drive Customer Activation & Engagement

• Ensure customers start account usage and maintain required AQB within the first month/quarter.
• Achieve 80% AQB adherence, 75% Internet Banking activation, and 50% DSB penetration.

>Lead Generation Activities

• Conduct market visits, cold calls, events, and customer meets to generate qualified leads.
• Build and maintain a healthy pipeline for continuous CASA acquisition.

>Cross-Selling & Business Collaboration

• Identify customer needs and route opportunities to respective teams.
• Collaborate with Branch Manager & product teams (Trade, FX, CMS/DSB, etc.) to provide the right banking solutions.

Eligibility Criteria:

• Minimum education required: Graduate; candidates with MBA and IRDA qualification will be preferred.
• 2–3 years of experience in New-to-Bank Current Account acquisition, preferably within the SME segment.
• Strong understanding of local markets, commercial catchments, and business segments.
• Excellent written and verbal communication skills with high grooming standards.
• Good proficiency in Microsoft Excel along with basic knowledge of Business Banking, Trade, and FX.