Job Description
There is urgent opening for RM-CASA for Delhi Location
Functional Designation Relationship / Sales Manager - CASA
Department Branch Banking
Job Sales / Acquisition
Job Title Assistant Manager; Deputy Manager
Location : Delhi
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 CASA
Competency Requirements
Technical Skills
Skill Attribute
Computer Skills Good skills of Excel.
Banking Knowledge Candidates with basic knowledge of Business Banking
Functional Designation Relationship / Sales Manager - CASA
Department Branch Banking
Job Sales / Acquisition
Job Title Assistant Manager; Deputy Manager
Location : Delhi
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 CASA
Competency Requirements
Technical Skills
Skill Attribute
Computer Skills Good skills of Excel.
Banking Knowledge Candidates with basic knowledge of Business Banking
💡 Quick Summary
Seeking a career-building opportunity? The Urgent Opening for RM| CASA in a Pvt| Ltd| Bank| location position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi 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.
