Relationship officer- CASA
Customer Service & Relationship Management
- Handle walk-in customers and resolve service-related queries and complaints
- Manage key retail and HNI customer relationships
- Ensure high levels of customer satisfaction and service quality
- Cross-sell banking products based on customer needs
- Sales & Business Development
- Drive sales of CASA, FD, RD, loans, credit cards, and third-party products
- Achieve individual and branch sales targets
- Lead local marketing activities and customer acquisition campaigns
- Support digital banking adoption among customers
- Compliance & Risk Management
- Ensure adherence to KYC, AML, and regulatory guidelines
- Monitor audit compliance and close audit observations on time
- Minimize operational risk and prevent fraud
- Maintain proper documentation and process controls
- Team Handling & Support
- Supervise and guide branch staff, CSOs, and tellers
- Provide on-the-job training and performance feedback
- Ensure staff productivity and discipline
- Act as the branch-in-charge in the absence of the Branch Manager
- Reporting & MIS
- Prepare and review daily, weekly, and monthly MIS reports
- Track branch performance, sales productivity, and service TAT
- Share insights with Branch Manager for business improvement
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