Key Responsibilities
Business Development Officer (BDO) – CASA
• Identify and acquire new CASA customers from the local market
• Conduct regular customer meetings and business visits
• Generate leads through networking and referrals
• Promote the bank's products and services to prospective customers
• Achieve assigned sales and business targets
• Maintain customer database and sales activity reports
Relationship Officer – Current Account (CASA Sales)
• Acquire new Current Account customers through field sales activities • Generate leads through market mapping, references, and cold calling
• Achieve monthly CASA acquisition and revenue targets
• Build and maintain strong customer relationships
• Ensure timely completion of KYC and account opening documentation
• Cross-sell banking products to existing and new customers
Premium Acquisition Manager (PAM) – CASA HNI
• Acquire High-Net-Worth Individual (HNI) customers for premium banking services
• Build and manage a portfolio of affluent clients
• Provide customized banking solutions based on customer needs
• Cross-sell wealth, investment, and insurance products
• Maintain long-term customer relationships and engagement
• Achieve portfolio growth and revenue targets
Relationship Officer – Gold Loan
• Source new Gold Loan customers through field sourcing activities
• Explain loan features and assist customers throughout the process
• Coordinate loan documentation and application processing
• Ensure quality customer service and timely loan disbursement
• Achieve assigned Gold Loan business targets • Generate repeat business through relationship management
Branch Relationship Manager (BRM) – CASA HNI
• Manage and expand the branch's HNI customer portfolio
• Acquire new premium and affluent banking customers
• Strengthen customer relationships through regular engagement
• Drive CASA growth and revenue generation for the branch
• Cross-sell banking and investment products
• Ensure high levels of customer satisfaction and retention
Personal Banker (PB) – CASA HNI
• Manage relationships with premium and HNI customers
• Acquire new customers and grow the existing portfolio
• Recommend suitable banking and financial products
• Conduct regular customer interactions and portfolio reviews
• Ensure customer retention and business growth
• Achieve assigned sales and revenue targets
Elite Relationship Manager (ERM) - CASA
• Handle and manage high-value customer relationships
• Acquire affluent customers and expand portfolio value
• Provide customized financial and banking solutions
• Drive sales of CASA and third-party products
• Ensure customer satisfaction and portfolio growth
• Achieve revenue and business acquisition targets
Wealth Relationship Manager (WRM) - CASA
• Manage investment and wealth portfolios of HNI clients
• Promote wealth management and investment products
• Conduct financial need analysis and portfolio reviews
• Build long-term relationships with premium customers
• Generate revenue through wealth product sales
• Achieve investment and business growth targets
Sales Support Manager (SSM) – Gold Loan
• Support field sales teams in achieving business objectives
• Monitor sales performance and prepare MIS reports
• Coordinate with branch and operations teams for smooth execution
• Track lead conversion and productivity metrics
• Ensure process compliance and documentation accuracy
• Assist in sales planning and business development activities
Team Leader – Current Account (TL CA)
• Lead, motivate, and manage a team of CASA sales executives
• Drive team performance to achieve business targets
• Conduct regular field visits and sales reviews
• Provide training, coaching, and performance feedback to team members
• Monitor productivity and ensure target achievement
• Prepare business reports and coordinate with branch management for growth initiatives
Job Titles • Relationship Officer – Current Account (CASA Sales) • Business Development Officer (BDO) – CASA • Premium Acquisition Manager (PAM) – CASA HNI • Relationship Officer – Gold Loan (RO GL) • Branch Relationship Manager (BRM) – CASA HNI • Personal Banker (PB) – CASA HNI • Elite Relationship Manager (ERM) - CASA • Wealth Relationship Manager (WRM) - CASA • Sales Support Manager (SSM) – GL • Team Leader – Current Account (TL CA)
Eligibility Criteria
• Qualification: Full-Time Graduate
• Experience: Minimum 6 Months to 5 Years in CASA / Current Account Sales / Gold Loan
• Age Limit: 22 – 30 Years
• Mobility: Two-Wheeler & Valid Driving License Mandatory
• Languages Required: Tamil & English