Assistant Manager

Job Description Assistant Manager (AM-CASA)

Position: Assistant Manager – CASA
Department: Retail Banking / Liability Sales
Grade: Assistant Manager
Experience: 1–3 years in CASA sales / banking / BFSI / NBFC / financial services
Education: Graduate in any discipline; MBA/PGDM in Sales/Finance preferred
Location: Mumbai,Pune
Employment Type: Full-time

Role Purpose

The Assistant Manager – CASA will be responsible for acquiring new customers and driving Current Account and Savings Account business for the bank. The role involves lead generation, customer acquisition, relationship management, cross-selling of banking products, and achievement of assigned CASA and revenue targets.

Key Responsibilities

• Acquire new Savings Account and Current Account customers through direct sourcing, referrals, market visits, corporate tie-ups, and other channels.
• Generate and manage leads through various acquisition channels.
• Meet assigned CASA acquisition, activation, balance and revenue targets.
• Build and maintain strong relationships with existing and prospective customers.
• Understand customer requirements and recommend suitable banking products and services.
• Cross-sell products such as term deposits, insurance, loans, credit cards, investments and other fee-based products, wherever applicable.
• Conduct regular market visits and identify potential customer segments and business opportunities.
• Coordinate with branch operations, credit, service and other internal teams for smooth account opening and customer servicing.
• Ensure proper collection and submission of KYC and account-opening documentation.
• Ensure compliance with bank policies, KYC/AML guidelines and regulatory requirements.
• Track leads, conversions, account activation and customer engagement through the bank's systems/MIS.
• Maintain high standards of customer service and resolve customer queries in coordination with relevant teams.
• Monitor competitor offerings and market trends to identify opportunities for CASA growth.
• Participate in local marketing activities, customer meets and promotional campaigns.
• Achieve monthly/quarterly business targets while maintaining quality of acquisition.

Key Performance Indicators (KPIs)

• Number of new CASA accounts acquired
• CASA deposit value / average balance
• Current Account acquisition
• Savings Account acquisition
• Customer activation and engagement
• Cross-sell and fee-income generation
• Lead-to-conversion ratio
• Customer retention
• Compliance and documentation quality
• Achievement of monthly and quarterly targetsRole & responsibilities

Preferred candidate profile