CASA Manager Female Graduate Jobs in Mumbai

Company : Eisen consultancies private limited Location: Bandra West, MumbaiJob Type: Full-TimeWebsite: https://eisenconsultancies.co.in/About the Company:Eisen Consultancies Private Limited is a corporate advisory and investment banking firm focused on delivering strategic financial solutions and building long-term client partnerships.Job SummaryThe CASA Portfolio Manager / Relationship Manager is responsible for growing the banks retail and commercial liability base by acquiring high-value Current and Savings Accounts and actively managing an assigned client portfolio. This role focuses on maximizing deposit balances, reducing client attrition, and cross-selling financial products (e.g., loans, credit cards, wealth management) to drive overall account profitability. Key Responsibilities & Duties1. Portfolio Management & Client Retention Manage, monitor, and grow an assigned portfolio of Current and Savings Account clients (both High-Net-Worth Individuals and Businesses/Corporates). Regularly review account utilization, average quarterly balances (AQB), and transaction volumes to prevent account dormancy. Provide proactive customer service, act as the primary point of contact for banking queries, and resolve client escalations promptly. 2. Client Acquisition & Business Development Map catchment areas to acquire new retail (Savings) and business/corporate (Current) accounts. Convert leads, cold call, and leverage network referrals to expand the banks CASA base. Conduct pitch presentations and negotiate product offerings for corporate payroll accounts and commercial current accounts.Key Performance Indicators (KPIs) Net CASA Growth: Total value increment in Savings & Current Account balances. New Account Onboarding: Number of high-value individual & corporate accounts opened per month. Average Quarterly/Monthly Balance (AQB/AMB): Percentage maintenance/increase in portfolio deposit size. Cross-Sell Ratio: Units of secondary banking/wealth products sold per client. Client Retention Rate: Percentage reduction in churn or zero-balance accounts.Required Qualifications & Skills Education: Bachelor's or Master's degree in Finance, Business Administration (MBA), Economics, or Commerce. Experience: 1-2 years in Retail Banking, Branch Banking, or Liability Sales (CASA acquisition experience preferred). Core Competencies:o In-depth understanding of banking liability products, trade services, and cash management.o Strong networking, lead generation, and client relationship skills. o Excellent verbal and written communication skills. o Financial acumen and familiarity with digital banking solutions.

Position: Assistant Manager- CASACTC: Up to 3.5 LPA + IncentivesExp. 1-4 Yrs. in Field sales / Direct Sales / Client Acquisition / Business Development from BFSI industryLocation: Kochi and MumbaiEducation: Graduate/ PGJob Role:1. Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. 2. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates.3. Revenue Generation, Customer Acquisition, Customer Retention.4. Maintaining Avg. Quarterly Balance.5. Conducts regular promotional and customer events to generate leads.6. Cross selling of MF, Gold Loan, FD, Insurance and asset products.Job Mandates:Must have own two-wheeler and all valid documents.Good communication skills.1-5 yrs. field sales exp. preferably from CASA Sales, demat account opening, POS Machine sales, Direct Sales Insurance, Business Loans, Home Loans etc.Must be willing to join within 30 days.

Developing new and expanding existing High Net worth Customer relationships for liabilities by sourcing customers.Sources new bank customers through external individual efforts and acquisition channel.Cross sells bank products to existing set of Branch customers which are mapped.Informs customers of new products or product enhancements to further expand the banking relationship.Maintains complete relationship record for assigned customer accounts.

To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.Liability Product selling, education on product featuresAcquire new customers through referrals from existing customers who meet product criteriaRegular interaction with the customer to build rapport to understand and update the profile.Enhance the Overall value/book size of the portfolioMaintain the overall quality / hygiene parameters of the portfolioCross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI BondsJoint calls being done along with Supervisor as per defined processAdvisory services to be offered based on the customers requirement.Attrition control of customersAchieving MTD and YTD Revenue TargetsAchievement of income plans and other benchmarks within portfolioRequirementsEducational Qualifications: Graduation/Post-GraduationCertifications:NISM V-A CertificationIRDA CertificationNCFM Certification (Optional)CAIIB (Optional)Internal CertificationGI certificationKey Skills:Sales and Influencing SkillsBanking Product & Process KnowledgeNRI Product and Regulatory KnowledgePlanning and Organizing SkillsCommunicationKnowledge of Competition & Current trends in financial Industry.Experience RequiredExposure to banking, Banca insurance, Wealth Management are encouraged to apply