Casa Sales Officer

Job Summary:

The CASA Relationship Manager is responsible for acquiring and managing customers for Current and Savings Accounts (CASA). The role involves customer acquisition, relationship building, cross-selling banking products, and ensuring high levels of customer satisfaction. This position plays a vital role in increasing the bank's low-cost deposit base and strengthening customer relationships.

Key Responsibilities:

1. Customer Acquisition

• Identify and onboard new customers for current and savings accounts.
• Target individual clients, professionals, SMEs, and businesses.
• Conduct field visits and cold calling to generate leads.

2. Relationship Management

• Maintain and nurture relationships with existing CASA clients.
• Act as a single point of contact for customer queries and banking needs.
• Understand customer financial goals and provide tailored solutions.

3. Portfolio Growth

• Drive CASA balance growth through account activation and regular engagement.
• Upsell and cross-sell products such as:
• Fixed Deposits
• Credit Cards
• Loans (personal, home, business)
• Insurance and investment products

4. Compliance & Documentation

• Ensure adherence to KYC, AML, and regulatory guidelines.
• Maintain accurate records and audit-ready documentation.

5. Reporting & Coordination

• Prepare daily/weekly sales and customer interaction reports.
• Coordinate with branch teams and product specialists to resolve issues quickly.

Key Performance Indicators (KPIs):

• Number of new CASA accounts opened
• CASA average balance growth
• Cross-sell revenue targets
• Customer retention and satisfaction
• Compliance and documentation accuracy

Qualifications & Skills:

Education:

• Bachelor's degree
• MBA/PGDM is a plus

Experience:

• 13 years of experience in banking sales or relationship management
• Experience in CASA acquisition is preferred

Skills:

• Strong sales and negotiation skills
• Excellent communication and interpersonal abilities
• Customer-centric approach
• Basic knowledge of banking regulations and financial products
• Proficiency in MS Office and CRM tools

Work Conditions:

• Full-time position
• Fieldwork and client meetings required
• Target-driven and performance-based role

  Role & responsibilities