CASA Sales Officer

Casa Sales

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.

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

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

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.

Activities for lead generation

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