Relationship Manager (CASA)

Acquire new customers through field sales, references, market visits, and other lead-generation activities.
Open Savings Accounts and Current Accounts in line with the bank’s business targets.
Develop and maintain relationships with individuals, professionals, traders, merchants, and business owners.
Generate leads and convert prospects into banking customers.
Cross-sell banking products such as term deposits, debit cards, insurance, loans, and other eligible financial products.
Ensure customer documentation, KYC, and account-opening processes comply with the bank’s policies and regulatory requirements.
Achieve monthly CASA acquisition, account activation, balance build-up, and revenue targets.
Conduct regular customer follow-ups to improve engagement, retention, and account balances.
Identify business opportunities within the assigned territory and develop a strong customer network.
Maintain accurate sales reports, customer records, and daily activity updates.

• Graduate in any discipline from a recognized university.
• 1–5 years of experience in CASA sales, retail banking, liability sales, or financial services sales.
• Candidates with relevant field sales experience and strong customer acquisition skills may also be considered, depending on the bank’s requirements.
• Good communication, negotiation, and relationship-management skills.