Relationship officer - CASA

Roles & Responsibilities

• Generate new leads and acquire customers through field visits, references, and market activities.
• Build and maintain strong relationships with existing and potential customers.
• Understand customer requirements and recommend suitable financial products.
• Explain product features, eligibility, documentation, interest rates, and repayment terms.
• Collect and verify customer KYC and required documents.
• Coordinate with Credit, Operations, and other internal teams for smooth application processing.
• Follow up with customers from lead generation to disbursement.
• Achieve monthly sales and business targets.
• Maintain regular follow-ups with customers and ensure good customer service.
• Identify new business opportunities and expand the customer base.

Requirements

• Graduate in any discipline.
• 1–3 years of experience in sales/relationship management, preferably in Banking/NBFC/BFSI.
• Good communication and customer-handling skills.
• Strong sales and negotiation skills.
• Willingness to travel for field work.
• Target-oriented and self-motivated approach.