Company Description IDFC FIRST Bank is a new-age universal bank created through the merger of IDFC Bank and Capital First, combining strong infrastructure finance expertise with robust retail banking capabilities. Guided by ethical, customer-first, and technology-led principles, the bank offers a full suite of services including retail, MSME, rural, startup, corporate, and government banking solutions. It is recognized for transparent, customer-friendly offerings such as ZERO FEE savings accounts services, monthly interest credit on savings, and lifetime-free credit cards with clear terms. With a highly rated mobile app and solid ESG performance, IDFC FIRST Bank serves over 40 million customers, prioritizing financial inclusion and social impact. Team members have the opportunity to contribute to building a world-class, socially responsible banking institution in India.

Role Description The CASA Sales Officer is a full-time, on-site role based in Valsad, responsible for driving the acquisition of Current Account and Savings Account (CASA) customers for IDFC FIRST Bank. Day-to-day activities include identifying prospective customers, explaining product features and benefits, and onboarding new accounts while ensuring adherence to bank policies and regulatory requirements. The role involves managing leads, conducting field visits, coordinating with branches and channel partners,



and maintaining strong customer relationships to support account activation and usage. The CASA Sales Officer will also track sales targets, prepare basic sales reports, and provide feedback on customer needs and market trends to support continuous improvement in products and processes.

Qualifications

- Candidates should possess strong Customer Service skills with a focus on building long-term, trust-based relationships.
- Candidates should possess Lead Generation and basic Sales Operations skills to identify prospects, manage pipelines, and achieve CASA targets.
- Candidates should possess effective Communication skills, including clear verbal and written communication and confident interpersonal interaction.
- Candidates should possess Channel Sales skills to collaborate with branch teams, external partners, and other sales channels for business growth.
- Relevant experience in retail banking, financial services, or field sales is preferred.
- Understanding of basic banking products, KYC norms, and local market dynamics in and around Valsad will be beneficial.
- Minimum educational qualification typically at the graduate level in any discipline; higher qualifications in business or finance are an advantage.
- Ability to work with targets, use mobile/desktop productivity tools, and maintain high ethical and compliance standards.

📌 CASA SALES OFFICER (India)
🏢 IDFC
📍 India