Job Description: Job Title: Associate Manager – CASA (Current Account Savings Account)

Location: Mumbai, Maharashtra
Department: Retail Banking
Reports To: Branch Manager / Sales Manager

Job Purpose:

The Associate Manager – CASA is responsible for driving the acquisition of new customers for Current and Savings Accounts. The role focuses on building a strong CASA portfolio through effective field sales, cross-selling banking products, and ensuring high levels of customer service and retention.

Key Responsibilities:

- Customer Acquisition:

- Source new customers for Savings and Current Accounts through field visits, referrals, cold calling, and lead conversions.

- Execute promotional and sales activities in the catchment area to increase CASA penetration.

- Sales and Cross-Selling:

- Achieve monthly CASA targets as defined by the bank.

- Identify customer needs and offer suitable bank products including loans, insurance, debit/credit cards, and investment services.

- Promote digital banking adoption among new and existing customers.

- Relationship Management:





- Build and maintain long-term relationships with customers to improve customer retention.

- Provide excellent customer service and resolve customer issues in a timely manner.

- Compliance and Documentation:

- Ensure proper documentation of all account opening and KYC compliance.

- Adhere to all bank policies, processes, and guidelines.

- Market Intelligence:

- Stay informed on market trends, competitor activities, and customer preferences.

- Provide feedback to leadership on market insights to improve offerings.

Key Skills Required:

- Strong communication and interpersonal skills

- Sales acumen and ability to work under pressure

- Good knowledge of banking products, especially CASA

- Ability to build relationships and handle objections

- Proficient in MS Office and digital banking platforms

Qualifications & Experience:

- Graduate/Postgraduate in any discipline (preferably commerce or business-related)

- 1–3 years of experience in banking sales or financial services, preferably in CASA acquisition

- Freshers with robust sales aptitude may also be considered

📌 IDFC BANK/ Associate Manager - CASA - Mumbai/ Ahmedabad / Vadodara/ Surat
🏢 Acura Solution
📍 Mumbai