Branch Relationship Manager Casa Sales Portfolio Handling Namakkal

Year    Namakkal, TN, IN, India

Job Description

Acquire new customers for Current Account and Savings Account (CASA) through lead generation, referrals, and direct sales efforts. Manage and nurture a portfolio of existing CASA customers, ensuring high levels of customer satisfaction and retention. Cross-sell and up-sell banking products and services to existing customers to increase product penetration and revenue generation. Build and maintain strong relationships with key stakeholders, including branch staff, internal departments, and external partners. Conduct regular customer meetings and follow-ups to understand their financial needs and provide appropriate solutions. Achieve monthly, quarterly, and annual sales targets for CASA acquisition, portfolio growth, and product cross-selling. Ensure compliance with all regulatory requirements and internal policies related to CASA sales and customer service. Stay updated on market trends, competitor activities, and product offerings to identify new business opportunities. Prepare and submit regular sales reports, forecasts, and performance analysis to the management. * Provide excellent customer service and resolve customer queries and complaints promptly and effectively.

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Job Detail

  • Job Id
    JD5103266
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Namakkal, TN, IN, India
  • Education
    Not mentioned
  • Experience
    Year