Customer Acquisition : Actively sourcing current CASA accounts from the branch catchment area, targeting individuals, proprietors, and corporate salary accounts.
Sales Target Achievement : Meeting or exceeding monthly, quarterly, and annual sales targets for account opening, balance maintenance (M0), and volume.
Cross-Selling Products : Promoting additional products, including debit/credit cards, internet banking, UPI, RD/FD, and third-party products like insurance, to increase wallet share.
Documentation & Compliance : Ensuring accurate, compliant, and timely documentation (KYC, AML) for onboarding current customers.
Relationship Management : Building and maintaining long-term relationships with customers to ensure high satisfaction and loyalty.
Marketing & Networking : Conducting local marketing activities, such as canopy activities or corporate visits, to generate leads.
Reporting : Preparing and submitting daily/weekly sales reports and updating customer data in the CRM system.
Account Activation : Ensuring newly opened accounts are funded and active within stipulated timeframes.

Job Types : Full time, Permanent

Pay: ₹30,000.00 - ₹39,861.36 per month

Work Location: In person

📌 Casa Sales Officer Lucknow
🏢 AU Small Finance Bank
📍 Lucknow