Associate Manager CASA Acquisition

Job Purpose:
Responsible for acquiring recent CASA (Savings Account and Current Account) customers by identifying prospects, generating leads, explaining banking products, and ensuring customer onboarding. The role focuses on achieving acquisition targets while delivering excellent customer service and building long-term relationships.

Key Responsibilities:
Acquire recent CASA (Savings Account/Current Account) customers from assigned catchment areas.
Generate leads through field sales, referrals, and local market activities.
Ensure quality customer acquisition with the right product and customer segment mix.
Onboard customers and activate digital banking services.
Conduct catchment mapping and market research to identify business prospects.
Build relationships with HNI and retail customers for long-term business.
Ensure compliance with RBI guidelines, KYC norms, and internal bank policies.




Work closely with Branch Managers and Senior Sales Managers to achieve business targets.
Execute central sales initiatives and generate referrals from existing customers.
Coordinate with internal teams to provide seamless customer service and cross-sell banking products.

Eligibility:
Education: Graduate (Any discipline); Postgraduate preferred.
Experience: 0–2 years in CASA sales, banking sales, BFSI sales, or field sales.

Key Skills:
CASA Sales
Savings & Current Account Acquisition
Field Sales
Lead Generation
Customer Relationship Management (CRM)
HNI Acquisition
KYC & Banking Compliance
Digital Banking Onboarding
Cross-selling
Communication & Negotiation
Target Achievement
Market Mapping
Referral Generation

📌 Sales Officer Mumbai (India)
🏢 Acura solutions
📍 India