Company Description Kotak Mahindra Group, established in 1985, is one of India’s leading financial services conglomerates and the first non-banking finance company in India to obtain a banking license, becoming Kotak Mahindra Bank in 2003. The Group offers a broad range of financial services, including commercial banking, stock broking, mutual funds, life insurance, and investment banking, serving both individual and corporate customers.

With a strong financial base and extensive distribution network across India, Kotak Mahindra Bank also maintains international offices in major financial hubs such as London, New York, Dubai, and Singapore. The bank is known for its focus on customer-centric solutions, operational excellence, and growth-oriented financial products.

Role Description The CASA Sales Banking role at Kotak Mahindra Bank is a full-time, on-site position based in Gurugram. The role involves acquiring recent current and savings account (CASA) customers through direct sales efforts, market outreach, and relationship-building with individuals and businesses.

Daily responsibilities include meeting sales targets, explaining product features and benefits, conducting customer meetings, and ensuring high-quality service during account opening and post-sales support.



The role also includes maintaining accurate documentation, adhering to regulatory and internal compliance standards, and coordinating with branch and product teams to resolve customer queries. Team members may participate in training sessions, local marketing activities, and performance reviews to continuously improve sales effectiveness and customer experience.

Qualifications

- Strong Communication and Customer Service skills to interact effectively with diverse customers and internal stakeholders.
- Proven Sales and Sales Management skills, including target-driven selling, pipeline management, and performance tracking.
- Ability to deliver and participate in Training activities related to products, processes, and compliance.
- Prior experience in retail banking, financial services, or field sales is preferred.
- Knowledge of CASA products, basic banking operations, and regulatory guidelines is an advantage.
- Minimum of a bachelor’s degree in any discipline from a recognized institution.
- Comfort with on-site customer visits in Gurugram and flexibility to work within branch and field schedules.
- Proficiency in MS Office and basic digital tools used for sales reporting and customer onboarding.

📌 Casa sales banking (Gurugram)
🏢 Kotak Mahindra Bank
📍 Gurugram