Role Purpose

To drive growth in CASA (Current Account Savings Account) by acquiring new customers, building relationships, and increasing low-cost deposits to support the banks business objectives.

Key Responsibilities

- Customer Acquisition

Identify and acquire new Savings and Current Account customers through field visits, referrals, and leads.

Target individuals, salaried customers, self-employed professionals, SMEs, traders, and local businesses.

Conduct area mapping to identify potential markets and customer segments.

- Business Development

Generate recent CASA leads through cold calling, networking, and market visits.

Develop relationships with shops, institutions, associations, and corporate clients to open salary and business accounts.

Cross-sell bank products like FD, RD, insurance, debit cards, and digital banking services.

- Relationship Management

Build long-term relationships with customers to ensure account activation and retention.

Provide prompt service and resolve customer queries to enhance satisfaction.

Maintain regular follow-ups to deepen account engagement and increase balances.

- Deposit Mobilization

Focus on increasing low-cost deposits by encouraging customers to maintain higher balances.





Promote digital transactions and usage of banking channels to improve CASA productivity.

- Field Marketing Activities

Conduct promotional activities such as camps, kiosks, and local events to create brand awareness.

Collaborate with internal teams for localized marketing initiatives.

- Compliance Documentation

Ensure proper KYC verification and documentation as per regulatory guidelines.

Maintain accurate records of customer onboarding and adhere to audit and compliance standards.

- Target Achievement

Achieve monthly CASA acquisition and revenue targets.

Track performance metrics such as account opening, activation rate, and deposit growth.

- Reporting

Submit daily field activity reports and sales updates to the Branch Manager.

Monitor pipeline, conversions, and customer engagement status.

Key Skills Required

Strong communication and relationship-building skills

Sales orientation with fieldwork experience

Knowledge of banking products and CASA concepts

Local market awareness and networking ability

Goal-driven with ability to meet targets

Interested can feel free to reach Sathya - (phone hidden)

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Thanks Regards

Sathya

HR

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