CASA Sales Executive

Role Overview

The CASA Sales Executive is responsible for acquiring new customers for Current Account and Savings Account (CASA) products, maintaining customer relationships, and achieving sales targets through field sourcing and lead generation activities.

Key Responsibilities

• Acquire new Savings and Current Account customers through open market sourcing, referrals, and branch leads.
• Generate leads through field visits, cold calling, and customer meetings.
• Promote banking products such as CASA accounts, debit cards, internet banking, and other retail banking services.
• Build and maintain strong relationships with customers and local businesses.
• Ensure completion of KYC and account opening documentation.
• Achieve monthly sales and productivity targets assigned by the bank.
• Coordinate with branch staff for smooth onboarding and customer service.
• Cross-sell banking products like insurance, FD, loans, and investment products whenever required.
• Maintain accurate records of customer interactions and sales activities.
• Follow bank compliance and regulatory guidelines.

Eligibility Criteria

• Graduate in any discipline (preferred).
• Freshers and experienced candidates both can apply.
• Good communication and interpersonal skills.
• Basic knowledge of banking products and sales process.
• Comfortable with field sales and customer interaction.