Roles and Responsibilities of an Assistant Manager CASA
Acquire current 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 recent 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