Job Summary We are seeking a motivated CASA Officer to acquire and grow Current Account and Savings Account (CASA) customers. The role involves generating leads, meeting prospective customers, promoting banking products, and achieving sales targets while maintaining high customer service standards.
Key Responsibilities Acquire new Current Account and Savings Account customers through field sales and relationship building. Identify and approach potential customers, including individuals, businesses, and professionals. Generate leads through referrals, cold calling, networking, and market visits. Explain bank products, features, and benefits to prospective customers. Complete account opening documentation and ensure compliance with KYC requirements. Cross-sell banking products such as debit cards, fixed deposits, insurance, and digital banking services. Maintain strong relationships with customers to enhance retention and business growth. Achieve monthly and quarterly sales targets. Provide regular updates on sales activities and pipeline management
Requirements Bachelor's degree in any discipline. 0–3 years of experience in banking sales, financial services, or field sales. Strong communication, negotiation, and interpersonal skills. Ability to work in a target-driven environment. Basic knowledge of banking products and KYC processes is preferred. Proficiency in MS Office and digital tools.
Preferred Skills Sales and relationship management. Lead generation and customer acquisition. Problem-solving and customer service orientation. Time management and self-motivation.
Job Type: Full-time
Pay: From ₹9,270.61 per month
Work Location: In person
