Company Description Kotak Mahindra Bank is part of the Kotak Mahindra Group, one of India's leading financial services conglomerates, established in 1985. It was the first non-banking finance company in India to receive a banking license from the Reserve Bank of India and convert into a bank in 2003. The Group provides a comprehensive range of financial services including commercial banking, stock broking, mutual funds, life insurance, and investment banking. With a strong balance sheet and wide distribution network across India and international locations such as London, New York, Dubai, Abu Dhabi, Bahrain, Mauritius, California, and Singapore, Kotak Mahindra Bank offers diverse growth opportunities. More information about the Group and its services is available on the official website.

Role Description The CASA Sales Officer role is a full time, on-site position based in Chennai. The role involves sourcing new current and savings account (CASA) customers through direct sales and channel partners, conducting regular field visits, and building strong relationships with individuals and small businesses. The CASA Sales Officer will explain product features, complete account opening documentation, ensure compliance with internal and regulatory guidelines, and follow up for activation and cross-selling of banking products.



Daily responsibilities include meeting sales targets, generating and tracking leads, providing customer service, coordinating with branch and operations teams, and maintaining accurate records of sales activities. The role requires proactive engagement in local market development, participation in promotional events, and continuous improvement of sales processes.

Qualifications

- Strong Customer Service and Communication skills to engage with diverse clients and address queries effectively.
- Proficiency in Lead Generation and Sales Operations to identify prospects, manage pipelines, and achieve CASA acquisition targets.
- Experience in Channel Sales to collaborate with partners, manage relationships, and drive business through multiple distribution channels.
- Ability to work in a fast-paced, target-driven environment with strong interpersonal and negotiation skills.
- Basic understanding of retail banking products and regulatory requirements; prior experience in CASA or retail banking sales is an advantage.
- Minimum of a bachelor's degree in any discipline; relevant certifications in sales or finance are beneficial.
- Comfort with field work in Chennai, local market knowledge, and willingness to travel within the assigned territory.

📌 casa Sales Officer (Chennai)
🏢 Kotak Mahindra
📍 Chennai