CASA (Current Account) Portfolio Manager

Company : Eisen consultancies private limited

Location: Bandra West, Mumbai

Job Type: Full-Time

Website:

About the Company:

Eisen Consultancies Private Limited is a corporate advisory and investment banking firm focused on delivering strategic financial solutions and building long-term client partnerships.

Job Summary

The CASA Portfolio Manager / Relationship Manager is responsible for growing the bank’s retail and commercial liability base by acquiring high-value Current and Savings Accounts and actively managing an assigned client portfolio. This role focuses on maximizing deposit balances, reducing client attrition, and cross-selling financial products (., loans, credit cards, wealth management) to drive overall account profitability.

Key Responsibilities & Duties

1. Portfolio Management & Client Retention

• Manage, monitor, and grow an assigned portfolio of Current and Savings Account clients (both High-Net-Worth Individuals and Businesses/Corporates).

• Regularly review account utilization, average quarterly balances (AQB), and transaction volumes to prevent account dormancy.

• Provide proactive customer service, act as the primary point of contact for banking queries, and resolve client escalations promptly.

2. Client Acquisition & Business Development

• Map catchment areas to acquire new retail (Savings) and business/corporate (Current) accounts.

• Convert leads, cold call, and leverage network referrals to expand the bank’s CASA base.

• Conduct pitch presentations and negotiate product offerings for corporate payroll accounts and commercial current accounts.

Key Performance Indicators (KPIs)

• Net CASA Growth: Total value increment in Savings & Current Account balances.

• New Account Onboarding: Number of high-value individual & corporate accounts opened per month.

• Average Quarterly/Monthly Balance (AQB/AMB): Percentage maintenance/increase in portfolio deposit size.

• Cross-Sell Ratio: Units of secondary banking/wealth products sold per client.

• Client Retention Rate: Percentage reduction in churn or zero-balance accounts.

Required Qualifications & Skills

• Education: Bachelor's or Master's degree in Finance, Business Administration (MBA), Economics, or Commerce.

• Experience: 1-2 years in Retail Banking, Branch Banking, or Liability Sales (CASA acquisition experience preferred).

• Core Competencies:

o In-depth understanding of banking liability products, trade services, and cash management.

o Strong networking, lead generation, and client relationship skills.

o Excellent verbal and written communication skills.

o Financial acumen and familiarity with digital banking solutions.

• Experience

  2 - 4 Years

• No. of Openings

  1

• Education

  Graduate (Professional Degree, Certificate/Diploma/Others)

• Role

  CASA Portfolio Manager

• Industry Type

  Accounting / Finance

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office