Roles and Responsibilities

- Manage CASA acquisition process from lead generation to closure, ensuring high-quality leads and meeting targets.

- Identify potential customers through various channels (inbound/outbound) and convert them into paying clients.

- Develop robust relationships with existing customers to increase wallet share and product penetration.

- Collaborate with internal teams (sales, operations, technology) to resolve customer issues and improve overall customer satisfaction.

- Analyze market trends, competitor activity, and industry developments to stay ahead in the competitive landscape.

Desired Candidate Profile

- 1-3 years of experience in BFSI sales or related field (preferably in insurance).

- Bachelor's degree in any discipline (B.Tech/MBA preferred).

- Strong understanding of CASA products and services; ability to communicate effectively about their benefits.

- Excellent communication skills for effective relationship-building with customers.

📌 Casa Sales Officer (Ahmedabad)
🏢 softpath consulting
📍 Ahmedabad