Roles and Responsibilities of an Assistant Manager CASA

- Acquire new Current Account (CA) and Savings Account (SA) customers through field sales, referrals, and lead generation.
- Achieve monthly and quarterly CASA acquisition and deposit growth targets.
- Identify potential customers such as salaried individuals, self-employed professionals, SMEs, traders, and business owners.
- Build and maintain robust relationships with new and existing customers to increase account balances and retention.
- Cross-sell banking products such as fixed deposits, debit cards, internet/mobile banking, insurance, loans, and investment products.
- Conduct customer meetings and presentations to promote the bank's products and services.




- Ensure timely completion of account opening documentation and KYC/AML compliance requirements.
- Coordinate with branch operations and service teams for smooth customer onboarding and issue resolution.
- Monitor customer portfolio, account activity, and opportunities for deepening relationships.
- Participate in local marketing campaigns, corporate salary account drives, and customer engagement programs.
- Keep track of market trends, competitor offerings, and customer feedback to identify business opportunities.
- Maintain accurate sales records and submit daily, weekly, and monthly performance reports to the Branch Manager or Area Manager.

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