A CASA Sales Officer in the banking sector is a frontline sales professional responsible for acquiring new CASA (Current Account and Savings Account) customers and driving liability-side business for the bank. [1, 2] Key Role &
Responsibilities Customer Acquisition: Open new savings and current accounts by visiting clients, networking, and exploring leads in the branch's local catchment area. [1, 2] Cross-Selling: Pitch and cross-sell other banking and financial products—such as credit cards, personal loans, fixed deposits, and insurance—to increase customer value. [1] Relationship Building: Maintain ongoing relationships with account holders to ensure account activity, retention, and deposit growth.
Target Achievement: Meet monthly and quarterly targets for current account openings, average quarterly balance (AQB), and revenue generation. (phone hidden)