Bestkaam Logo
Bestkaam Logo
Join as Employer Sign In Sign Up
Back to Jobs
Planet Solutions Logo

Casa Sales Officer

Actively Reviewing the Applications

Planet Solutions

India, Bhubaneswar, Odisha Full-Time INR 3–6 LPA
Posted 1 day ago • Apply by June 29, 2026

Job Description

Job Summary

The CASA Sales Officer is responsible for acquiring new customers and increasing the banks Current Account (CA) and Savings Account (SA) portfolio. The role focuses on customer acquisition, relationship building, cross-selling banking products, and achieving assigned sales targets.

Key Responsibilities

  • Acquire new Current Account (CA) and Savings Account (SA) customers through field sales and referrals.
  • Generate leads through cold calling, networking, corporate visits, and market activities.
  • Build and maintain strong relationships with individual and corporate customers.
  • Ensure completion of account opening documentation as per KYC and compliance guidelines.
  • Cross-sell other banking products such as:
    • Fixed Deposits (FD)
    • Recurring Deposits (RD)
    • Debit/Credit Cards
    • Insurance and Loan products
  • Achieve monthly and quarterly CASA targets.
  • Maintain accurate sales records and prepare daily activity reports.
  • Conduct market research to identify new business opportunities.
  • Ensure high customer satisfaction and service quality standards.
  • Adhere to all regulatory and internal compliance policies.
This job is provided by Shine.com

Required Skills

Cold Calling KYC Upselling Cross-Selling Customer acquisition
Check Qualification

Quick Tip

Customize your resume and cover letter to highlight relevant skills for this position to increase your chances of getting hired.

Related Similar Jobs

View All
airtel

Business Manager - DTH

airtel

India Full-Time
Microsoft Office Microsoft PowerPoint Distribution Management
Amberjack

Performance Marketing Manager

Amberjack

Testing Marketing strategy Analytics +7
Niyukti Systems, Inc

Apply Hiring Agency Development Manager Insurance | Good salary

Niyukti Systems, Inc

India Full-Time
Sales Networking People Management +8
MoonPay

Backend Engineer

MoonPay

India Full-Time
KYC PostgreSQL AWS +16
MOETS Hospitality Group

Marketing Manager (Clubs/Restaurants & Hospitality)

MOETS Hospitality Group

India Full-Time
Customer Retention Digital Marketing Chef +30