Hiring For Casa Sales Executive

Job Description (JD) - CASA Sales Officer

Job Title: CASA Sales Officer

Department: Retail Banking / Liability Sales

Reporting To: Branch Manager / Area Sales Manager

Job Summary

The CASA Sales Officer is responsible for acquiring new Current Account and Savings Account (CASA) customers, generating deposits, and driving business growth through customer acquisition and relationship management. The role involves field sales, lead generation, account activation, and cross-selling banking products to achieve assigned targets.

Key Responsibilities

Acquire new Savings Accounts and Current Accounts from individuals, professionals, SMEs, and corporate customers.

Generate leads through field visits, referrals, corporate tie-ups, market mapping, and local promotional activities.

Conduct customer meetings and explain banking products and services.

Ensure proper KYC documentation and account opening compliance as per bank guidelines.

Activate newly opened accounts and drive customer engagement through digital banking channels, UPI, debit cards, and mobile banking.

Cross-sell products such as Fixed Deposits, Recurring Deposits, Insurance, Mutual Funds, Credit Cards, and Loans.

Build and maintain strong customer relationships to increase wallet share and retention.

Achieve monthly, quarterly, and annual CASA acquisition and revenue targets.

Maintain accurate records of sales activities, leads, and customer interactions in CRM systems.

Coordinate with branch operations and service teams for seamless customer onboarding and issue resolution.

Key Performance Indicators (KPIs)

CASA account acquisition numbers

Deposit mobilization and account funding

Account activation rate

Cross-sell revenue generation

Customer retention and relationship growth

Achievement of monthly sales targets

Compliance and documentation accuracy

Required Qualifications

Bachelor's Degree in Commerce, Business Administration, Finance, Marketing, or related field.

0-3 years of experience in banking sales, financial services, insurance, or direct sales.

Freshers with strong sales aptitude may also apply.

Knowledge of banking products and regulatory requirements is preferred.

Required Skills

Sales and negotiation skills

Relationship management

Lead generation and prospecting

Communication and interpersonal skills

Customer service orientation

Target-driven mindset

Basic computer and digital banking knowledge

Time management and problem-solving skills

• Experience

  1 Years

• No. of Openings

  10

• Education

  Graduate

• Role

  Casa Sales Executive

• Industry Type

  Banking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face Interview Location

  RAJPUR ROAD , DEHRADUN