01Overview
Job Title: Assistant Manager CASA
Department: Retail Banking / Branch Banking
Reports To: Branch Manager / Sales Manager CASA
Job Purpose
To acquire recent Current Account (CA) and Savings Account (SA) customers, increase CASA deposits, build customer relationships, and achieve business targets while ensuring compliance with bank policies.
Key Responsibilities
Acquire new Current Account and Savings Account customers through field sales, referrals, corporate tie-ups, and open market sourcing.
Achieve monthly and quarterly CASA acquisition and deposit targets.
Build and maintain relationships with individuals, SMEs, business owners, and corporate clients.
Cross-sell banking products such as Fixed Deposits, Insurance, Loans, Credit Cards, Forex, and Investment products.
Conduct customer meetings, market mapping, and lead generation activities.
Ensure accurate KYC documentation and compliance with AML and regulatory guidelines.
Support customer onboarding, activation, and account usage.
Increase customer engagement and improve account balances through relationship management.
Coordinate with branch operations and product teams for seamless customer service.
Track market trends, competitor activities, and identify recent business opportunities.
Key Performance Indicators (KPIs)
Number of CASA accounts acquired
CASA balance growth
Cross-selling revenue
Customer activation and retention
Achievement of sales targets
Compliance and audit adherence
Required Qualifications
Graduate in any discipline (MBA preferred).
15 years of experience in Banking, CASA Sales, Retail Banking, or Financial Services.
Experience in field sales and customer acquisition is preferred.
Skills Required
Sales and negotiation
Relationship management
Customer acquisition
Communication and presentation
Knowledge of CASA products and banking regulations
Target-oriented approach
Networking and business development
Market mapping and lead generation
Preferred Candidate Profile
Strong understanding of Current Account & Savings Account products.
Valuable knowledge of the local market and customer segments.
Ability to work in a target-driven environment.
Willingness to travel locally for customer acquisition and business development. .
