Relationship Manager – Premium Accounts

Client Acquisition & CASA Management

• Acquire premium CASA (Current Account Savings Account) clients
• Meet and exceed CASA acquisition targets
• Onboard clients and ensure smooth account activation

Relationship Management

• Maintain strong, long-term relationships with high-end clients
• Understand client needs and provide tailored banking solutions
• Cross-sell banking products including loans, insurance, and investment services

Sales & Reporting

• Track sales progress and report to the branch or regional manager
• Maintain accurate records of client interactions and accounts
• Provide feedback on market trends and client requirements

Compliance & Quality

• Ensure adherence to internal policies and regulatory guidelines
• Maintain high-quality documentation and client information