Assistant Manager

Job Description: Assistant Manager CASA

Position: Assistant Manager – CASA
Department: Sales / Retail Banking
Experience: 1–3 Years
Employment Type: Full-time
Location:Navi Mumbai,Mumbai

About the Role

We are looking for a result-oriented Associate Acquisition Manager (CASA) to drive the acquisition of new Current Account and Savings Account (CASA) customers. The candidate will be responsible for generating leads, meeting prospective customers, converting leads into accounts, and building strong customer relationships.

Key Responsibilities

• Acquire new Savings Accounts and Current Accounts through direct sales, references, market visits, leads, and business networking.
• Achieve assigned monthly and quarterly CASA acquisition and deposit targets.
• Identify potential customers from the assigned market and develop new business opportunities.
• Conduct field visits and customer meetings to understand their financial and banking requirements.
• Explain CASA products, account features, benefits, and applicable charges to prospective customers.
• Ensure timely collection and verification of customer documents as per KYC and bank guidelines.
• Coordinate with internal teams for smooth and timely account opening and activation.
• Maintain regular follow-ups with prospective and existing customers.
• Cross-sell relevant banking products such as FD/RD, insurance, loans, credit cards, and digital banking solutions.
• Maintain accurate records of leads, customer interactions, conversions, and sales activities in the CRM/system.
• Develop and maintain strong relationships with customers to improve retention and increase wallet share.
• Monitor competitor activities and identify opportunities to increase CASA business in the assigned territory.
• Ensure all sales activities are conducted in accordance with the bank's policies, compliance requirements, and regulatory guidelines.

Candidate Requirements

• Graduate in any discipline.
• 1–3 years of experience in CASA sales, retail banking, BFSI, fintech, NBFC, insurance, or direct sales.
• Freshers with strong communication and sales skills may also be considered.
• Good communication, negotiation, and interpersonal skills.
• Strong customer acquisition and relationship-building abilities.
• Target-oriented, energetic, and self-motivated.
• Comfortable with field sales and customer visits.
• Good follow-up and lead-conversion skills.
• Basic knowledge of banking products, CASA, and KYC processes.
• Ability to work independently as well as in a team.