Location: Bangalore
Job Summary
The Bank Officer – CASA Sales is responsible for acquiring new Current Account (CA) and Savings Account (SA) customers, building and maintaining customer relationships, and driving growth in CASA deposits. The role involves identifying business opportunities, meeting sales targets, cross-selling banking products, and ensuring excellent customer service while adhering to regulatory and compliance requirements.
Key Responsibilities
- Acquire new Current Account (CA) and Savings Account (SA) customers through field sales, referrals, and lead generation activities.
- Develop and maintain relationships with individuals, professionals, SMEs, and corporate clients.
- Achieve monthly and quarterly CASA acquisition and funding targets.
- Increase deposit balances by promoting value-added banking solutions.
- Cross-sell banking products such as fixed deposits, debit cards, mobile banking, internet banking, insurance, loans, and investment products.
- Conduct customer meetings, presentations, and market visits to generate business opportunities.
- Ensure timely completion of account opening documentation and KYC/AML requirements.
- Maintain high standards of customer service and promptly resolve customer queries.
- Build a strong referral network through existing customers, business associations, and local market contacts.
- Monitor competitor activities and identify opportunities to expand market share.
- Maintain accurate sales records and submit daily, weekly, and monthly activity reports.
- Ensure compliance with bank policies, regulatory guidelines, and internal audit requirements.
Must have at least 6 MONTHS of relevant experience.
Must be currently in Bangalore
Entirely FIELD role.
