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Urgent | CASA Sales Officer - Relationship Manager for Entire Kerala.

Fresher   Kochi, ThrissurThrissur, Kottayam, Kollam, Ernakulam, Kozhikode, Kannur, Thiruvanananthapuram, Wayan   30 Mar, 2026
Job LocationKochi, ThrissurThrissur, Kottayam, Kollam, Ernakulam, Kozhikode, Kannur, Thiruvanananthapuram, Wayan
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking
Functional AreaInvestment Banking / M&ASales / BD
EmploymentTypeFull-time

Job Description

    Position ResponsibilitiesSr.Key ResponsibilitiesNew to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a monthAdherence to Bank policies and guidelines such as KYC & AMLEnsure 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 generationCross sell Lead generation/ basic enquiry, liaising with Branch Manager & product teams(trade, FX, CMS/DSB etc.) to offer right business solutions to the customerQualifications and Experience RequirementQualificationsMinimumGraduate Preferred MBA IRDA qualifiedExperienceEssential2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segmentMust possess good knowledge of commercial catchments and business segments for new to bank acquisition.Should know the local language.Competency RequirementsTechnical SkillsSkillAttributeComputer SkillsGood skills of Excel.Banking KnowledgeCandidates with basic knowledge of Business Banking, Trade/FX will be preferable.Behavioral SkillsSkillAttributeCommunication SkillsGood written & verbal communication. Fluency in English (written and spoken)Presentable and with High Grooming standards

Keyskills :
current accountmutual fundsfixed depositspmscasafield salessaving accountsales

Urgent | CASA Sales Officer - Relationship Manager for Entire Kerala. Related Jobs

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