SO CASA CA

About the Role

As a Senior Officer - CASA (Customer Acquisition and Servicing), you will be responsible for managing and growing the bank's CASA (Current and Savings Account) portfolio, identifying opportunities for cross-selling and up-selling, and providing exceptional customer service to existing and potential clients.

You will work closely with the sales team to develop and implement strategies to increase customer engagement and retention, and contribute to the bank's overall revenue growth.

Your primary focus will be on building strong relationships with customers, understanding their financial needs, and providing personalized solutions to meet those needs.

Key Responsibilities

• Manage and grow the bank's CASA portfolio by identifying and pursuing new business opportunities.
• Develop and implement strategies to increase customer engagement and retention.
• Work closely with the sales team to cross-sell and up-sell bank products and services.
• Provide exceptional customer service to existing and potential clients.
• Conduct regular customer reviews to understand their financial needs and provide personalized solutions.
• Monitor and analyze sales performance to identify areas for improvement.
• Maintain accurate records and reports of customer interactions and sales performance.

Skills & Qualifications

• Bachelor's degree in Commerce or related field.
• Minimum 0-4 years of experience in banking or finance, preferably in CASA or sales roles.
• Strong knowledge of banking products and services, including CASA, Life Insurance, Mutual Funds, and Gold.
• Excellent communication and interpersonal skills.
• Ability to work in a team environment and build strong relationships with customers and colleagues.
• Familiarity with sales and customer service principles and practices.
• Basic computer skills and proficiency in Microsoft Office applications.

What You'll Learn

As a Senior Officer - CASA, you will have the opportunity to develop your skills in sales, customer service, and relationship-building, and gain a deeper understanding of the banking industry and its products and services.

You will learn how to analyze customer needs and develop personalized solutions to meet those needs, and how to work effectively in a team environment to achieve sales and customer service goals.

Additionally, you will have the opportunity to work with a variety of banking products and services, including CASA, Life Insurance, Mutual Funds, and Gold, and develop a strong understanding of the financial industry.

Resume Tip

When applying for this role, be sure to highlight your experience in sales and customer service, as well as your knowledge of banking products and services.

Include specific examples of times when you have successfully built relationships with customers, identified and pursued new business opportunities, and provided exceptional customer service.