: Required CASA Sales Managers(CASA)

Job Title

CASA (Current Account & Savings Account)

Department

Retail Banking / Liability Sales

Location

As assigned

Reports To

Acquisition Manager / Sales Manager CASA

Job Summary The Associate Acquisition Manager – CASA is responsible for acquiring new Current Account (CA) and Savings Account (SA) customers to support the bank's liability business. The role focuses on lead generation, customer acquisition, relationship building, and cross-selling banking products while ensuring compliance with all regulatory and internal policies.

Key Responsibilities

- Acquire current Current Account (CA) and Savings Account (SA) customers through field sales, referrals, cold calling, and networking.
- Generate high-quality leads from individuals, professionals, SMEs, corporates, and local businesses.
- Achieve monthly and quarterly CASA acquisition targets.
- Build and maintain strong customer relationships to ensure long-term engagement.
- Identify customer financial needs and recommend suitable banking products and services.




- Cross-sell products such as Fixed Deposits, Debit Cards, Credit Cards, Insurance, Mutual Funds (where applicable), and Digital Banking solutions.
- Coordinate with branch operations for smooth account opening, documentation, and activation.
- Ensure compliance with KYC, AML, RBI guidelines, and internal banking policies.
- Maintain accurate customer records and update CRM/sales tracking systems.
- Conduct regular market mapping to identify recent business opportunities and monitor competitor activities.
- Provide excellent customer service by resolving queries and ensuring a seamless onboarding experience.

Qualifications
- Bachelor's degree in any discipline (MBA preferred).
- 1–4 years of experience in CASA sales, liability sales, retail banking, BFSI, or financial services.
- Freshers with strong sales aptitude may also be considered, depending on organizational requirements. Role & responsibilities

Preferred candidate profile

📌 CASA Sales Manager (Delhi)
🏢 Acura solutions
📍 Delhi