CASA Sales Executive – Business Banking

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
Process: Dubai/UAE

We are looking for a CASA Sales Executive with hands-on experience in Current Account and Savings Account acquisition. The candidate will be responsible for handling Dubai/UAE-based clients, generating business, managing documentation and ensuring smooth account opening and activation.

Key Responsibilities

- Handle Current Account and Savings Account acquisition for Dubai/UAE clients.
- Generate leads through outbound calling and convert them into account-opening opportunities.
- Communicate with business owners, professionals and individual clients to understand their banking requirements.
- Explain relevant CASA and Business Banking solutions to clients.
- Collect, verify and process KYC and account-opening documents.
- Handle application entry, system processing, document uploading and case tracking.
- Coordinate with internal/banking teams for verification and account processing.
- Follow up with clients for pending documents and application updates.
- Maintain accurate client and application records in CRM/system.
- Ensure cases are followed through until account opening/activation.
- Achieve assigned sales and account-opening targets.

Candidate Requirements





- 6 Months – 2 Years of relevant experience in CASA, Banking Sales, Business Banking, Current Account or Savings Account sales.
- Hands-on experience in Current & Savings Account acquisition and account opening.
- Business/Corporate Banking experience will be preferred.
- Good understanding of KYC, account-opening documentation and application processing.
- Prior experience in client calling, sales and follow-ups.
- Good English communication and professional client-handling skills.
- Comfortable working with CRM, banking and system-based applications.
- UAE/Dubai banking or financial-services experience will be an added advantage.
- Freshers are not eligible.
- Only candidates residing in Faridabad should apply.

Key Skills

CASA Sales | Current Account | Savings Account | Business Banking | Account Opening | Banking Sales | KYC Verification | Documentation | Client Handling | Inside Sales | Application Processing | CRM | Sales Follow-up | Good English Communication

Education

UG: Any Graduate
Preferred: B.Com / BBA / equivalent

Industry: Financial Services / Banking / Broking
Department: Sales & Business Development
Role Category: Sales Support & Operations
Employment Type: Full-Time, Permanent

How to apply:- Share your CV at +91-XXXXXXXXXX or do a mail [email protected]

Pay: ₹25,000.00 - ₹30,000.00 per month

Work Location: In person

📌 CASA (India)
🏢 Excellence finance
📍 India