Job Description: Assistant Manager Current Account & Savings Account (CASA)

Position

Assistant Manager – Current Account & Savings Account (CASA)

Job Summary

The Assistant Manager – CASA is responsible for acquiring new Current Account and Savings Account customers, building and maintaining robust client relationships, achieving business targets, and promoting the bank's products and services. The role focuses on increasing CASA deposits, enhancing customer satisfaction, and contributing to the branch's overall business growth.

Key Responsibilities

- Acquire new Current Account (CA) and Savings Account (SA) customers through field sales, referrals, and lead generation.
- Develop and maintain relationships with individual customers, business owners, and corporate clients.
- Achieve monthly and quarterly CASA acquisition and deposit targets.
- Cross-sell banking products such as fixed deposits, insurance, mutual funds, loans, credit cards, and digital banking services.
- Conduct customer meetings and identify financial needs to offer suitable banking solutions.
- Ensure compliance with KYC, AML, and regulatory guidelines during account opening and servicing.
- Monitor account activation, customer onboarding, and account usage.




- Coordinate with branch operations to ensure smooth processing of customer requests.
- Generate business through local market activities, networking, and customer referrals.
- Maintain accurate sales reports, customer records, and pipeline updates.
- Resolve customer queries promptly while delivering high-quality service.

Required Skills

- Strong sales and relationship management skills.
- Excellent communication and negotiation abilities.
- Customer-focused approach with problem-solving skills.
- Knowledge of banking products, CASA, and financial services.
- Ability to meet sales targets and work under pressure.
- Good analytical and interpersonal skills.
- Proficiency in MS Office and banking applications.

Qualifications

- Bachelor's degree in any filed
- 1–5 years of experience in banking sales, CASA, retail banking, or relationship management.

Key Performance Indicators (KPIs)

- CASA account acquisition.
- Deposit growth and balance mobilization.
- Cross-selling revenue.
- Customer retention and satisfaction.
- Achievement of sales and business targets.
- Compliance with banking policies and regulations

📌 Assistant Sales Manager (Ahmedabad)
🏢 Acura solutions
📍 Ahmedabad