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CASA Acquisition - Across Mumbai

Quotient Consultancy Full Time Business Navi Mumbai Posted 14/7/2026

Job Description

About the Role

This CASA Acquisition role at Quotient Consultancy involves identifying and acquiring new customers across Mumbai, focusing on lead generation, customer onboarding, and cross-selling banking services. You will work closely with the sales team to develop and implement effective strategies for customer acquisition, ensuring compliance with KYC and AML regulations. Your primary goal will be to drive business growth through successful customer acquisition and retention.

Key Responsibilities

  • Generate new leads and opportunities for customer acquisition through various channels, including referrals, online marketing, and networking events.
  • Develop and maintain relationships with existing customers to identify cross-selling opportunities and increase revenue.
  • Conduct thorough KYC and AML checks on potential customers to ensure compliance with regulatory requirements.
  • Collaborate with the sales team to develop and implement effective sales strategies and tactics.
  • Monitor and analyze sales performance metrics to identify areas for improvement and optimize customer acquisition efforts.
  • Stay up-to-date with industry trends, market conditions, and competitor activity to inform sales strategies and customer acquisition tactics.
  • Meet or exceed monthly and quarterly sales targets for customer acquisition and revenue growth.

Skills & Qualifications

  • Bachelor's degree in Business Administration, Marketing, or a related field.
  • 1-4 years of experience in sales, customer acquisition, or a related field.
  • Strong understanding of banking and financial services, including KYC and AML regulations.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • Proven track record of meeting or exceeding sales targets and driving business growth.
  • Familiarity with CRM software and other sales tools, such as Salesforce or HubSpot.
  • Certifications in sales, marketing, or a related field, such as HubSpot or Salesforce certifications.

What You'll Learn

In this role, you will gain hands-on experience in customer acquisition, sales, and business development, with a focus on the banking and financial services industry. You will learn how to develop and implement effective sales strategies, build strong relationships with customers, and drive business growth through successful customer acquisition and retention. This role is ideal for recent graduates or those looking to transition into a sales or business development role.

Resume Tip

When applying for this role, be sure to highlight your relevant sales experience, customer acquisition skills, and knowledge of banking and financial services. Use specific examples to demonstrate your ability to meet sales targets, build strong relationships with customers, and drive business growth. Tailor your resume to the specific requirements of the role, and be sure to include any relevant certifications or training in sales, marketing, or a related field.

Skills Required

Lead GenerationCustomer AcquisitionCross SellingKYCAMLBankingSalesCustomer Onboarding
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