8 Casa Growth Jobs

Sales Manager is responsible for on-boarding new TASC clients- trust, associate, societies, clubs Relationship Management of TASC clients. Acquire new TASC clients through market scoping and relationship Grow the liability base of TASC customers (CASA+FD) by deepening relationships of mapped TASC customer base Sell allied products, Online Solution (Collection and Payment) / Digital Products / Salary Proposition with a view to enhance client engagement and relationship. Responsible for managing an Institutional Banking portfolio Service clients covering all their banking needs including bank/3rd party products Actively participate in driving campaigns conducted across liability and other products Conform to processes of the bank and have a high focus on compliance Preferred candidate profile Knowledge of Banking products and processes Strong Relationship Management skills. (Candidates with acquaintance of Senior Government officials would be advantageous)

As a Relationship Manager-Branch Banking in the Rural Banking department, your primary responsibility will be to build, develop, and deepen relationships with Rural Banking accounts while ensuring top-notch service delivery to customers. You will play a crucial role in expanding the liabilities business in Rural markets by generating leads, opening accounts, and understanding the unique needs of each customer. Your focus will be on client acquisition, fostering household-level customer relationships, and maximizing the lifetime value of each association to meet organizational objectives efficiently. You will be expected to assess and evaluate client needs to identify revenue-generating opportunities through cross-selling products that align with their lifestyle, risk profile, and requirements. Facilitating quick disbursal of business loans based on client needs assessment will also be a key part of your role. It will be essential to activate accounts promptly and maintain their health, with a strong emphasis on driving CASA growth within the Rural Banking business. Delivering exceptional customer service is imperative to increase the share of wallet among the population and boost business volume in the catchment area. Resolving customer queries and issues in a timely manner, meeting individual and branch sales targets through new business sales, referrals, and account retention are vital aspects of your responsibilities. Monitoring collections efficiency, conducting field audits, and customer verifications to ensure account quality will also be part of your routine tasks. Keeping abreast of the latest market trends, competitor practices, and customer feedback to refine the growth strategy will be crucial. You will be expected to recommend process enhancements to enhance service efficiency and quality across the branch network. Additionally, managing a team of field officers, focusing on their development, and implementing livelihood advancement and community development initiatives will be integral to your role. As a leader, attracting and retaining top talent for key roles within your reporting structure, monitoring employee productivity, hiring quality, and attrition rates, and providing necessary support to enable teams to achieve growth targets will be essential managerial responsibilities. To qualify for this role, you should hold a graduation degree in BA / BCom / BBA / BSc / BTech / BE or any other graduate discipline and possess 5 to 10 years of relevant experience in rural banking. Join us in this exciting journey where you can make a significant impact on Rural Banking accounts and contribute to the overall success of the organization.,

Roles & Responsibilities: Sales & Revenue Growth Drive branch sales targets across retail assets, liabilities, and fee-based products Achieve growth in CASA (Current Account Savings Account) portfolio and increase wallet share Cross-sell bank products including loans, insurance, investments, cards, and transaction banking solutions Team Leadership & Performance Management Lead, motivate, and manage the branch sales team to achieve individual and team targets Monitor daily sales activities, track performance metrics, and provide coaching and feedback Conduct periodic performance reviews and identify training needs to improve team capabilities Customer Engagement & Service Excellence Ensure superior customer experience by maintaining high service standards and quick resolution of complaints Conduct customer engagement programs and events to deepen client relationships and drive loyalty Branch Operations & Compliance Ensure adherence to bank policies, processes, and regulatory guidelines within the branch Oversee branch security, cash handling, and operational efficiency Monitor timely submission of MIS reports and ensure audit compliances are met Business Development & Market Expansion Develop and execute strategies to acquire new customers and expand market share in the branch catchment area Collaborate with marketing and product teams to roll out promotions and campaigns

Roles & Responsibilities: Business Development & Portfolio Management Generate and grow CASA balances and fee income by effectively managing existing portfolios and acquiring new-to-bank (NTB) clients Provide tailored transaction banking solutions including Collection and Payment Management Services (CMS) for corporate and government clients Product Knowledge & Market Analysis Possess thorough knowledge of digital banking products and services to offer relevant solutions Gather and analyze market intelligence on segment performance to adapt strategies accordingly Strategy & Product Development Provide valuable inputs on sales and business strategy to the product team for developing and innovating transaction banking products and services Articulate and execute comprehensive business strategies focusing on product development and sales growth Stakeholder Collaboration & Client Solutions Work closely with service delivery, operations, product teams, and other internal stakeholders to ensure seamless client experience and solution delivery Identify and establish strategic alliances to deliver innovative banking solutions to clients

Roles & Responsibilities: Strategy & P&L Management Maintain Profit and Loss (P&L) statement and Balance Sheet for the branch Execute branch strategy aligned with overall Branch Banking objectives Drive sustained revenue generation via cross-selling Third Party Products (TPP), Retail Assets (RA), and Business Banking (BB) products Mobilize liabilities by growing CASA portfolio within the branch catchment area Customer Service & Engagement Ensure efficient complaint management within defined Turnaround Times (TAT) Drive high customer service scores consistently Conduct customer engagement programs and marketing events to build branch visibility and loyalty Ensure proper implementation and periodic review of CRM usage across Sales, Relationship, and Business Sales Development (BSD) teams Systems, Controls & Compliance Maintain branch and ATM infrastructure; report and resolve issues promptly Liaise with fraud management teams to ensure branch-level fraud prevention Ensure branch adherence to all bank policies, processes, and audit requirements Guarantee safety and security of bank and customer assets Submit timely MIS reports and meet all internal and external audit deliverables Performance & People Management Monitor daily branch productivity and portfolio movement Collaborate with Human Capital Management (HCM) Business Partner for performance reviews and identification of training needs Provide role clarity to employees and manage branch attrition proactively

Roles & Responsibilities: Strategy & P&L Management Maintain Profit and Loss (P&L) statement and Balance Sheet for the branch Execute branch strategy aligned with overall Branch Banking objectives Drive sustained revenue generation via cross-selling Third Party Products (TPP), Retail Assets (RA), and Business Banking (BB) products Mobilize liabilities by growing CASA portfolio within the branch catchment area Customer Service & Engagement Ensure efficient complaint management within defined Turnaround Times (TAT) Drive high customer service scores consistently Conduct customer engagement programs and marketing events to build branch visibility and loyalty Ensure proper implementation and periodic review of CRM usage across Sales, Relationship, and Business Sales Development (BSD) teams Systems, Controls & Compliance Maintain branch and ATM infrastructure; report and resolve issues promptly Liaise with fraud management teams to ensure branch-level fraud prevention Ensure branch adherence to all bank policies, processes, and audit requirements Guarantee safety and security of bank and customer assets Submit timely MIS reports and meet all internal and external audit deliverables Performance & People Management Monitor daily branch productivity and portfolio movement Collaborate with Human Capital Management (HCM) Business Partner for performance reviews and identification of training needs Provide role clarity to employees and manage branch attrition proactively

Roles and Responsibilities: Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from NRI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential NRI Relationships of the bank Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with the Bank Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to NRI clients Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process Capture and maximize the business opportunity through detailed client profiling as per organizational process

Role & Responsibilities: Generate and grow CASA balances and fee income Scope and expand business from the existing portfolio and acquire New-to-Bank (NTB) clients by offering Transaction Banking solutions Demonstrate knowledge of digital banking products and services Provide need-based CMS (Collection & Payment) product solutions for corporate and government clients Gather market intelligence to understand segment performance and adapt strategies accordingly Provide inputs on sales and strategy to the product team for the development and innovation of transaction banking products and services Articulate and execute business strategies covering both product development and sales Collaborate with service delivery, operations, product, and internal stakeholders to deliver seamless solutions Identify and build strategic alliances to deliver innovative client solutions