Recruiter Logo
Now Apply on the Go!
Download updazz Jobseeker App and get a seamless experience for your job-hunting
18/12 MD Vanjani
CEO at Synergy Plus Business Consulting Group

Views:4 Applications:5 Rec. Actions:Recruiter Actions:2

Manager - CASA Sales - Bank (2-3 yrs)

Bangalore Job Code: 304540

Job Description : Functional Designation Relationship/Sales Manager - CASA

Department : Branch Banking

Job : Sales/Acquisition

Job Title Assistant Manager : Deputy Manager

Location : PAN India- As defined

- Reporting To Branch Manager

Position Purpose

- Acquisition of High End Current/Savings Accounts through open market along with cross selling of other products of the Bank.

Position Responsibilities :

Senior Key Responsibilities :

1. New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month

- Adherence to Bank policies and guidelines such as KYC & AML

2. Ensure successful onboarding of customer for a smooth transition to branch banking team.

3. Activation of customer


- Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB.

4. Activities for lead generation

5 Cross sell - Lead generation/ basic enquiry, liaising with Branch Manager & product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer

Qualifications and Experience Requirement :

Qualifications :


- Minimum Graduate

- Preferred MBA + IRDA qualified

Experience :

- Essential 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment

- Must possess good knowledge of commercial catchments and business segments for new to bank acquisition.

- Should know the local language.

- Competency Requirements

Technical Skills :

Skill Attribute :

- Computer Skills Good skills of Excel.

- Banking Knowledge Candidates with basic knowledge of Business Banking, Trade/FX will be preferable.

Behavioral Skills :

Skill Attribute :

- Communication Skills Good written &verbal communication. Fluency in English (written and spoken)

- Presentable and with High Grooming standards

Contact no : 9205476699

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Add a note
Something suspicious? Report this job posting.