• Acquire new CASA customers by sourcing Current Account and Savings Account clients.
• Generate leads through cold calling, referrals, field visits, and local market activities.
• Build and maintain solid relationships with individual and business customers.
• Achieve monthly, quarterly, and annual CASA acquisition and revenue targets.
• Cross-sell banking products such as fixed deposits, insurance, mutual funds, credit cards, personal loans, and other retail banking products.
• Increase customer engagement and improve account balances through regular follow-ups.
• Conduct KYC verification and ensure compliance with all banking regulations and internal policies.
• Handle customer queries and provide prompt resolution to ensure high customer satisfaction.
• Identify customer financial needs and recommend suitable banking solutions.
• Coordinate with branch operations and other internal teams for smooth account opening and service delivery.
• Monitor portfolio performance and maintain healthy customer relationships to minimize account attrition.
• Prepare daily sales reports, maintain accurate customer records, and update CRM systems.
• Participate in branch marketing campaigns, customer meets, and promotional activities.
• Stay updated on banking products, market trends, and competitor offerings.
Key Skills
• Strong sales and relationship management skills
• Excellent communication and negotiation abilities
• Customer-centric approach
• Knowledge of CASA products and retail banking
• Cross-selling and business development
• Target-oriented and result-driven
• Problem-solving and interpersonal skills