Job openings for Casa Sales Executive in Dehradun

Job Description (JD) - CASA Sales Officer
Job Title: CASA Sales Officer
Department: Retail Banking / Liability Sales
Reporting To: Branch Manager / Area Sales Manager
Job Summary
The CASA Sales Officer is responsible for acquiring new Current Account and Savings Account (CASA) customers, generating deposits, and driving business growth through customer acquisition and relationship management. The role involves field sales, lead generation, account activation, and cross-selling banking products to achieve assigned targets.
Key Responsibilities
Acquire new Savings Accounts and Current Accounts from individuals, professionals, SMEs, and corporate customers.
Generate leads through field visits, referrals, corporate tie-ups, market mapping, and local promotional activities.
Conduct customer meetings and explain banking products and services.
Ensure proper KYC documentation and account opening compliance as per bank guidelines.
Activate newly opened accounts and drive customer engagement through digital banking channels, UPI, debit cards, and mobile banking.
Cross-sell products such as Fixed Deposits, Recurring Deposits, Insurance, Mutual Funds, Credit Cards, and Loans.
Build and maintain strong customer relationships to increase wallet share and retention.
Achieve monthly, quarterly, and annual CASA acquisition and revenue targets.
Maintain accurate records of sales activities, leads, and customer interactions in CRM systems.
Coordinate with branch operations and service teams for seamless customer onboarding and issue resolution.
Key Performance Indicators (KPIs)
CASA account acquisition numbers
Deposit mobilization and account funding
Account activation rate
Cross-sell revenue generation
Customer retention and relationship growth
Achievement of monthly sales targets
Compliance and documentation accuracy
Required Qualifications
Bachelor's Degree in Commerce, Business Administration, Finance, Marketing, or related field.
0-3 years of experience in banking sales, financial services, insurance, or direct sales.
Freshers with strong sales aptitude may also apply.
Knowledge of banking products and regulatory requirements is preferred.
Required Skills
Sales and negotiation skills
Relationship management
Lead generation and prospecting
Communication and interpersonal skills
Customer service orientation
Target-driven mindset
Basic computer and digital banking knowledge
Time management and problem-solving skills