Role Summary Responsible for driving growth in Current Accounts CA and Savings Accounts SA acquiring new clients deepening relationships and increasing the CASA Current Account Savings Account portfolio for the bank Focus is on meeting business targets ensuring high service standards and expanding the customer base Key Responsibilities1 Business Acquisition- Acquire new Current Accounts and Savings Accounts as per targets - Identify potential clients across retail corporate and SME segments - Drive CASA growth by acquiring high-value and profitable clients - Promote cross-selling of banking products such as debit credit cards term deposits and digital banking solutions 2 Customer Relationship Management- Build and maintain strong relationships with clients to ensure satisfaction and retention - Act as the primary point of contact for assigned customers - Regularly engage with clients to understand their banking needs and offer relevant solutions 3 Sales Revenue Generation- Achieve assigned CASA acquisition and deposit growth targets - Upsell and cross-sell other banking products to increase wallet share - Focus on acquiring CASA clients with high deposit potential and low churn risk 4 Process Compliance Reporting- Ensure all account opening and sales activities comply with bank policies regulatory guidelines and audit requirements - Maintain accurate records of client interactions and sales activities in the bank s CRM system - Prepare periodic reports on CASA acquisition growth and portfolio performance 5 Market Client Profiling- Conduct detailed market and client profiling to identify potential CASA clients - Develop a strategic approach to acquire clients in line with branch and bank objectives - Participate in local marketing and networking initiatives to increase visibility and brand presence 6 Team Collaboration Support- Work closely with branch staff product teams and relationship managers to provide seamless client service - Support branch CASA growth initiatives and campaigns - Share best practices with colleagues to improve overall sales performance Key Skills Competencies - Robust sales and negotiation skills- Client acquisition and relationship management expertise- Knowledge of banking products especially CASA retail banking and digital banking solutions- Result-oriented target-driven mindset- Good communication and interpersonal skills- Process compliance awarenessInterested candidates can share their CV 91 93547 52925 ref updazz com

📌 Associate Manager - Casa Sales (1-5 Yrs) Bangalore/pune/noida/delhi/vadodara/baroda/gujarat (bfsi Sales)
🏢 V- Konnect Associates
📍 India