CASA Acquisition Officer

Job Description

We are looking for enthusiastic and result-driven individuals to join our team as CASA Acquisition Officers. The role involves acquiring new customers for Current Account and Savings Account products through field sales and relationship-building. Ideal candidates should have strong communication skills and a passion for achieving targets in a fast-paced banking environment.

Key Responsibilities:

• Acquire new customers for Current Account and Savings Account (CASA) through field visits, referrals, and direct interactions.
• Understand customer requirements and recommend suitable banking products.
• Achieve monthly and quarterly targets for CASA acquisition as defined by the bank.
• Generate leads through cold calling, local market activities, and area mapping.
• Maintain strong relationships with clients to ensure continued business and referrals.
• Ensure all KYC and documentation is completed in compliance with bank policies.
• Coordinate with internal teams for smooth onboarding and account activation.
• Provide regular updates on lead status, market feedback, and competition to reporting manager.

Skills & Competencies:

• Strong communication and interpersonal skills
• Basic understanding of banking products and services
• Goal-oriented with a strong desire to meet and exceed targets
• Willingness to travel locally and conduct on-ground customer meetings
• Self-motivated and able to work independently
• Basic computer skills and mobile application usage

How to Apply:

Interested candidates can send their updated resume to [hr@careervalues.in] with the subject line: “Application for CASA Acquisition Officer”