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.
23 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.

Relationship Manager