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RM - CASA Sales

Fresher   Surat, AhmedabadAhmedabad, Bangalore, Chennai, South Goa, North Goa, Pune, Mumbai City, Thrissur, Co   24 Sep, 2025
Job LocationSurat, AhmedabadAhmedabad, Bangalore, Chennai, South Goa, North Goa, Pune, Mumbai City, Thrissur, Co
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking
Functional AreaSales / BDPre-Sales
EmploymentTypeFull-time

Job Description

    B. Position ResponsibilitiesSr. Key Responsibilities1 New to bank acquisition of high end current accounts through open market leadgeneration and closure, 4~5 CA in a month of which 2 should be PCA && IP of 3 lacs,M1 MAB of 4 lacs.Adherence to Bank policies and guidelines such as KYC && AML2 Ensure successful onboarding of customer for a smooth transition to branch bankingteam.3 Activation of customer Ensure that customer maintains required balances && startstransactions in his accounts (within M1 && Q1), 80% of customers to maintain specifiedAQB, 75% penetration of internet banking, 50% penetration of DSB.4 Activities for lead generation5 Cross sell Lead generation/ basic enquiry, liaising with Branch Manager && productteams(RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customerC. Qualifications and Experience RequirementQualificationsMinimum Graduate with minimum 50%Preferred MBA IRDA qualifiedExperienceEssential - 2-3 years of experience in New to Bank Current accountacquisition with a bank, preferably in SME segment- Must possess good knowledge of commercialcatchments and business segments for new to bankacquisition.- Should know the local language.

Keyskills :
casa salesrelationship managementsales executionlead generationsavings accountscross sellingdirect salesfield sales

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