A CASA (Current Account and Savings Account) Sales Officer is an on-roll field sales role focused on acquiring new bank customers and selling financial products.
Key Responsibilities
Account Acquisition: Sell current and savings accounts to new individual or corporate customers.
Field Work: Travel locally every day within an assigned territory to conduct promotional activities, generate leads, and meet clients.
Cross-Selling: Offer additional bank products like fixed deposits, credit cards, loans, and insurance to existing customers.
Relationship Management: Maintain good ties with clients to encourage higher deposits and repeat business.
CRM Tracking: Log daily customer interactions and lead progress into the bank's CRM system.
Compliance: Follow all banking regulations, KYC norms, and complete mandatory internal certifications or training