CASA Sales Officer

Job Requirements

About the Role

The Associate Manager – Acquisition (CASA) is responsible for acquiring new-to-bank (NTB) current account customers for a designated branch. This role involves direct customer interaction, understanding banking needs, and offering tailored solutions. The incumbent will also support the Sales Manager in catchment mapping, gathering customer feedback, and identifying potential business opportunities. The role is critical in driving client acquisition, deepening customer relationships, and maximizing lifetime value to achieve broader organizational goals.

Key Responsibilities

Primary Responsibilities

Acquire NTB current account customers from the identified segment and catchment area.

Ensure high-quality acquisitions in terms of product mix, customer segments, and account constitution.

Proactively register and activate acquired customers on digital and direct banking channels.

Meet and exceed monthly acquisition targets by analysing and addressing customers’ transaction banking needs.

Assist the Sales Manager in catchment mapping and opportunity identification.

Provide regular feedback to Sales Managers/Relationship Managers on customer needs and market trends.

Adhere to the organization’s selling norms and Standard Operating Procedures (SOPs).

Ensure strict compliance with internal policies and external regulatory guidelines.

Maintain quality sourcing in line with the bank’s acquisition standards.

Secondary Responsibilities

Maintain strong market awareness and a deep understanding of customer needs.

Collaborate with other departments and functions within the branch to deliver comprehensive product and service offerings, ensuring a customer-centric approach

What We Are Looking For

Education

Graduate in any discipline (Full-time).

Experience

0–4 years of experience in sales, preferably within the BFSI (Banking, Financial Services, and Insurance) sector.

Skills and Attributes

Customer-focused approach with a passion for service excellence.

Ability to identify and convert business opportunities.

Knowledge of current account products and transaction banking.

High level of integrity and compliance orientation.

Collaborative mindset and ability to work across teams.

Self-motivated with a drive to achieve targets.

Fluent in English with strong business communication skills