CASA Sales Executive – Business Banking | Dubai Process + Good english communication required

Company: Excellence International LLP

Location: Faridabad, Haryana – Mewla Maharajpur, Sector 31

Experience: 6 Months – 2 Years

Salary: ₹18,000 – ₹25,000 per month + Incentives

Employment Type: Full time, Permanent

Work Mode: Work from Office

Job Description

We are looking for a CASA Sales Executive with hands-on experience in Business/Corporate Current Accounts, account opening, and banking documentation.

The role involves working with Dubai/UAE-based business clients and managing the complete account-opening process, including client calling, sales, KYC/documentation, system processing, and follow-up.

Key Responsibilities
- Handle Business/Corporate Current Account acquisition for Dubai/UAE clients.
- Make outbound calls to business owners, companies, SMEs, and corporate clients.
- Understand client requirements and explain relevant business banking solutions.
- Generate leads, handle enquiries, and convert prospects into account-opening cases.
- Collect, verify,



and process KYC and business/company documentation.
- Handle system login, application entry, document uploading, and application processing.
- Coordinate with internal teams and banking partners for verification and processing.
- Follow up with clients for pending documents, application updates, and account activation.
- Maintain accurate client and application records in CRM/system.
- Achieve assigned sales and account-opening targets.

Candidate Requirements
- 6 Months – 2 Years of relevant experience in CASA, Business Banking, Current Account, Corporate Banking, Banking Sales, or Financial Services.
- Hands-on experience in Business/Corporate Current Account handling and account opening is required.
- Previous experience in KYC, banking documentation, and application processing.
- Experience in client calling, sales, and follow-up.
- Comfortable working with banking systems, portals, and CRM.
- Good

📌 CASA Sales Officer (Faridabad)
🏢 Excellence finance
📍 Faridabad