The Associate Manager CASA is responsible for acquiring new Current Account and Savings Account (CASA) customers, increasing the branch liability book, and building long-term customer relationships. The role focuses on current customer acquisition, cross-selling banking products, and achieving business targets while ensuring excellent customer service.
Key Responsibilities
Acquire new CASA (Current Account & Savings Account) customers through field sourcing and branch referrals.
Generate leads through self-sourcing, referrals, and local market activities.
Build and maintain relationships with individual customers, professionals, merchants, and SMEs.
Achieve monthly CASA acquisition and liability business targets.
Cross-sell products such as debit cards, insurance, fixed deposits, loans, and investment products.
Conduct customer meetings and explain banking products and services.
Ensure compliance with KYC, AML, and regulatory guidelines.
Coordinate with branch and operations teams for smooth account opening and customer onboarding.
Maintain high standards of customer service and resolve customer queries promptly.
📌 Associate Manager-CASA-Field Sales (Gujarat)
🏢 Vrinda Global
📍 Gujarat
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