CASA Sales Executive – Business Banking | Dubai Process + Positive 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.
Positive

📌 Casa Sales Officer Faridabad
🏢 Excellence finance
📍 Faridabad