Assistant Manager (AM-CASA)

Position: Assistant Manager – CASA

Department: Retail Banking / Liability Sales

Grade: Assistant Manager

Experience: 1–3 years in CASA sales / banking / BFSI / NBFC / financial services

Education: Graduate in any discipline; MBA/PGDM in Sales/Finance preferred

Location: Mumbai,Pune

Employment Type: Full-time

Role Purpose The Assistant Manager – CASA will be responsible for acquiring new customers and driving Current Account and Savings Account business for the bank. The role involves lead generation, customer acquisition, relationship management, cross-selling of banking products, and achievement of assigned CASA and revenue targets.

Key Responsibilities

- Acquire recent Savings Account and Current Account customers through direct sourcing, referrals, market visits, corporate tie-ups, and other channels.
- Generate and manage leads through various acquisition channels.
- Meet assigned CASA acquisition, activation, balance and revenue targets.
- Build and maintain strong relationships with existing and prospective customers.
- Understand customer requirements and recommend suitable banking products and services.
- Cross-sell products such as term deposits, insurance, loans, credit cards, investments and other fee-based products, wherever applicable.




- Conduct regular market visits and identify potential customer segments and business opportunities.
- Coordinate with branch operations, credit, service and other internal teams for smooth account opening and customer servicing.
- Ensure proper collection and submission of KYC and account-opening documentation.
- Ensure compliance with bank policies, KYC/AML guidelines and regulatory requirements.
- Track leads, conversions, account activation and customer engagement through the bank's systems/MIS.
- Maintain high standards of customer service and resolve customer queries in coordination with relevant teams.
- Monitor competitor offerings and market trends to identify opportunities for CASA growth.
- Participate in local marketing activities, customer meets and promotional campaigns.
- Achieve monthly/quarterly business targets while maintaining quality of acquisition.

Key Performance Indicators (KPIs)

- Number of new CASA accounts acquired
- CASA deposit value / average balance
- Current Account acquisition
- Savings Account acquisition
- Customer activation and engagement
- Cross-sell and fee-income generation
- Lead-to-conversion ratio
- Customer retention
- Compliance and documentation quality
- Achievement of monthly and quarterly targetsRole & responsibilities

Preferred candidate profile

📌 Assistant Manager (Mumbai)
🏢 Acura solutions
📍 Mumbai