The Associate Manager – CASA is responsible for driving the acquisition of new customers for Current and Savings Accounts. The role focuses on building a strong CASA portfolio through effective field sales, cross-selling banking products, and ensuring high levels of customer service and retention.
Key Responsibilities:
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Customer Acquisition:
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Source new customers for Savings and Current Accounts through field visits, referrals, cold calling, and lead conversions.
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Execute promotional and sales activities in the catchment area to increase CASA penetration.
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Sales and Cross-Selling:
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Achieve monthly CASA targets as defined by the bank.
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Identify customer needs and offer suitable bank products including loans, insurance, debit/credit cards, and investment services.
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Promote digital banking adoption among recent and existing customers.
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Relationship Management:
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Build and maintain long-term relationships with customers to improve customer retention.
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Provide excellent customer service and resolve customer issues in a timely manner.
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Compliance and Documentation:
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Ensure proper documentation of all account opening and KYC compliance.
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Adhere to all bank policies, processes, and guidelines.
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Market Intelligence:
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Stay informed on market trends, competitor activities, and customer preferences.
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Provide feedback to leadership on market insights to improve offerings.
Key Skills Required:
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Strong communication and interpersonal skills
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Sales acumen and ability to work under pressure
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Good knowledge of banking products, especially CASA
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Ability to build relationships and handle objections
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Proficient in MS Office and digital banking platforms
Qualifications & Experience:
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Graduate/Postgraduate in any discipline (preferably commerce o