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 bank's business objectives.

Key Responsibilities 1.

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. 2.

Business Development

Generate new 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. 3.

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. 4.

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. 5.

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. 7.

Target Achievement

Achieve monthly CASA acquisition and revenue targets. Track performance metrics such as account opening, activation rate, and deposit growth. 8.

Reporting

Submit daily field activity reports and sales updates to the Branch Manager. Monitor pipeline, conversions, and customer engagement status.

Required Skills - Solid 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

This job is provided by Shine.com

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