Relationship Manager (Retail Banking - CASA/Liabilities)

Overview We are looking for a Relationship Manager to drive customer acquisition and growth for our CASA and liabilities portfolio across multiple locations in India. You will focus on prospecting and converting customers, building relationships, and meeting acquisition and cross-selling targets. Responsibilities - Prospect and generate leads for current and savings account (CASA) acquisition in the local market - Explain CASA offerings clearly and guide customers through account selection and variants - Conduct basic KYC/documentation checks and support the account opening process as per policy - Handle customer objections professionally and close accounts/transactions - Cross-sell relevant products such as credit cards and insurance, and suggest deposits/digital offerings where applicable - Maintain consistent customer communication in English and the relevant local language - Track progress against acquisition targets and maintain pipeline/lead records - Build and maintain relationships with customers to support repeat business and referrals Requirements - 1–3 years of experience in retail banking, sales, or a customer-facing role (preferred) - Understanding of CASA, deposits, and account variants (or willingness to learn quickly) - Basic knowledge of KYC and account-opening documentation - Strong skills in prospecting, lead generation, objection handling, and closing - Target-oriented mindset with ability to manage daily activity and performance - Local-market knowledge and comfort working with customers in the community - Ability to communicate effectively in English plus the relevant local language Nice to have - Experience with account acquisition for current/savings accounts or liabilities products - Familiarity with CRM/lead tracking tools - Exposure to card/insurance cross-selling What we offer - Onsite role with opportunities to learn and grow in retail banking and liabilities