CASA

CASA Sales Executive – Business Banking

Location: Faridabad, Haryana – Mewla Maharajpur, Sector 31
Experience: 6 Months – 2 Years
Salary: ₹18,000 – ₹25,000 per month + Incentives
Employment Type: Full-Time, Permanent
Work Mode: Work from Office
Process: Dubai/UAE

Job Description

We are looking for a CASA Sales Executive with hands-on experience in Current Account and Savings Account acquisition. The candidate will be responsible for handling Dubai/UAE-based clients, generating business, managing documentation and ensuring smooth account opening and activation.

Key Responsibilities

• Handle Current Account and Savings Account acquisition for Dubai/UAE clients.
• Generate leads through outbound calling and convert them into account-opening opportunities.
• Communicate with business owners, professionals and individual clients to understand their banking requirements.
• Explain relevant CASA and Business Banking solutions to clients.
• Collect, verify and process KYC and account-opening documents.
• Handle application entry, system processing, document uploading and case tracking.
• Coordinate with internal/banking teams for verification and account processing.
• Follow up with clients for pending documents and application updates.
• Maintain accurate client and application records in CRM/system.
• Ensure cases are followed through until account opening/activation.
• Achieve assigned sales and account-opening targets.

Candidate Requirements

• 6 Months – 2 Years of relevant experience in CASA, Banking Sales, Business Banking, Current Account or Savings Account sales.
• Hands-on experience in Current & Savings Account acquisition and account opening.
• Business/Corporate Banking experience will be preferred.
• Good understanding of KYC, account-opening documentation and application processing.
• Prior experience in client calling, sales and follow-ups.
• Good English communication and professional client-handling skills.
• Comfortable working with CRM, banking and system-based applications.
• UAE/Dubai banking or financial-services experience will be an added advantage.
• Freshers are not eligible.
• Only candidates residing in Faridabad should apply.

Key Skills

CASA Sales | Current Account | Savings Account | Business Banking | Account Opening | Banking Sales | KYC Verification | Documentation | Client Handling | Inside Sales | Application Processing | CRM | Sales Follow-up | Good English Communication

Education

UG: Any Graduate
Preferred: B.Com / BBA / equivalent

Industry: Financial Services / Banking / Broking
Department: Sales & Business Development
Role Category: Sales Support & Operations
Employment Type: Full-Time, Permanent

How to apply:- Share your CV at 8826597671 or do a mail [email protected]

Pay: ₹25,000.00 - ₹30,000.00 per month

Work Location: In person