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casa sales officer

Junior: 1 to 3 years
3L - 4L (Per Year)
Posted on Feb 17 2023

About the Job





Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products.


Key Accountability:  The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products.


Job Duties and Responsibilities:

·        Acquiring new accounts (Current and Savings) from branch catchment area

·        Quality sourcing of salary accounts from corporates 

·        Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.

·        Participate in corporate induction and migration events around the catchment area

·        Build strong relationship with internal teams to leverage existing relationships from SME

·        Conduct low-cost micro marketing activities around catchment areas for lead generations


Core Competencies:

·        Sales & Networking Skills

·        Good Communication & Listening Skills

·        Goal / Target oriented

·        IRDA & AMFI certification is preferred. This is a must post joining.

·        Excellent verbal and written communication skills

Technical Experience and Competencies:

·        Banking knowledge

·        Computer Skills and digital knowledge

·        Good network in the market

About the company

Response Informatics is a globally established end-to-end technology and enterprise-level management consulting company. We have our corporate offices in New Jersey, USA, and Hyderabad, India. Incorporated in 1996, we have been sailing the ship with a single goal, the global adaption of the best technological and result driven practices for business growth. With a humble start with manageme ...Show More

Company Size

1001-5000 Employees



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