Job Description
Job Description
Functional Designation
Relationship / Sales Manager - CASA
Department
Branch Banking
Job
Sales / Acquisition
Job Title
Assistant Manager; Deputy Manager
Location
Bangalore
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
Sr.
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.
Behavioural Skills
Skill
Attribute
Communication Skills
Good written & verbal communication. Fluency in English (written and spoken)
Presentable and with High Grooming standards
Job Type: Full-time
Salary: ₹50,000.00 - ₹500,000.00 per year
Benefits:
• Provident Fund
Schedule:
• Rotational shift
Supplemental pay types:
• Quarterly bonus
Ability to commute/relocate:
• Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (Required)
Experience:
• total work (Preferred)
Speak with the employer
++1 8+768+3455
Functional Designation
Relationship / Sales Manager - CASA
Department
Branch Banking
Job
Sales / Acquisition
Job Title
Assistant Manager; Deputy Manager
Location
Bangalore
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
Sr.
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.
Behavioural Skills
Skill
Attribute
Communication Skills
Good written & verbal communication. Fluency in English (written and spoken)
Presentable and with High Grooming standards
Job Type: Full-time
Salary: ₹50,000.00 - ₹500,000.00 per year
Benefits:
• Provident Fund
Schedule:
• Rotational shift
Supplemental pay types:
• Quarterly bonus
Ability to commute/relocate:
• Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (Required)
Experience:
• total work (Preferred)
Speak with the employer
++1 8+768+3455
💡 Quick Summary
Seeking a career-building opportunity? The Opening for CASA Sales position is now open for candidates interested in the Bank Jobs sector. This role in Bengaluru offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
