CASA Sales Executive – Job Responsibilities
- Acquire new Savings & Current Account (CASA) customers.
- Generate leads through field visits, referrals, local market activities, and networking.
- Meet customers and explain CASA products, account benefits, and banking services.
- Complete KYC/documentation and coordinate account opening.
- Achieve monthly sales and acquisition targets.
- Cross-sell FD/RD, insurance, loans, credit cards, and digital banking products.
- Maintain strong relationships with existing and new customers.
- Follow up on leads and convert them into active accounts.
- Maintain daily sales reports and update CRM/MIS.
- Ensure compliance with banking policies, KYC and regulatory guidelines.
- Identify business opportunities within the assigned territory.