(CASA = Current Account & Savings Account)
• Customer Acquisition
• Acquire new CASA customers through field visits, referrals, and lead generation.
• Open Savings and Current Accounts as per business targets.
• Build and maintain a strong customer pipeline.
• Relationship Management
• Develop and maintain relationships with existing customers.
• Understand customer needs and provide suitable banking solutions.
• Ensure high customer satisfaction and retention.
• Sales & Cross-Selling
• Cross-sell banking products such as:
• Debit/Credit Cards
• Insurance products
• Loans
• Fixed Deposits
• Digital banking services
• Achieve sales and revenue targets.
• Business Development
• Identify recent business opportunities in the local market.
• Generate leads through corporate visits, market activities, and networking.
• Customer Service
• Resolve customer queries and complaints promptly.
• Guide customers regarding banking products and processes.
• Compliance & Documentation
• Ensure proper KYC and account opening documentation.
• Follow bank policies and regulatory guidelines.
• Portfolio Management
• Monitor customer portfolios and account activities.
• Maintain account quality and reduce dormant accounts.
• Market Intelligence
• Track competitor activities and market trends.
• Suggest strategies to improve business growth.
• Reporting
• Maintain daily sales reports and activity trackers.
• Update management on targets, achievements, and customer feedback.