CASA Sales Executives Full-time



Others, Karnataka (20)Hyderabad, Telangana (25)

Position Title:  CASA - Sales Officer

Business Unit: Consumer Banking Group - NDS

Grade: Assistant Officer

Report To: Branch Head/Area Sales Manager

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


Key Accountability:  The key accountability of the Sales Officer 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

Role Specific Skills
  • Active Learning
  • Active Listening
  • Administration and Management
  • Category Flexibility
  • Clerical
  • Complex Problem Solving
  • Critical Thinking
  • Customer and Personal Service
  • Deductive Reasoning
  • Economics and Accounting
  • English Language
  • Fluency of Ideas
  • Inductive Reasoning
  • Information Ordering
  • Judgment and Decision Making
  • Law and Government
  • Mathematics
  • Near Vision
  • Negotiation
  • Oral Comprehension
  • Oral Expression
  • Persuasion
  • Problem Sensitivity
  • Reading Comprehension
  • Sales and Marketing
  • Service Orientation
  • Social Perceptiveness
  • Speaking
  • Speech Clarity
  • Speech Recognition
  • Written Comprehension
  • Written Expression

Any Graduate

Preferred Qualification and Experience:

  • Graduate/post-graduate
  • 1 - 2years of relevant experience

  • 20K PF + 20K per annum flexi benefits + 299 per month Mobile reimbursement + 1K to 2K per month local conveyance + Incentives + Hospitalisation Benefits + Insurance cover.