CASA Acquisiton Profile Details

Urgent Opening for Current Account /CASA Acquisiton Profile in Leading Private Sector Banks

2-3 Years,  Delhi/NCR

Job Responsibilities

To introduce & acquire new YFB Product/program CA customer in the identified segment and reference generation from the specified catchment

To ensure sourcing of quality Trade & Fx led current accounts

To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions)

To ensure proactive registration & activation of acquired customers to direct banking channels

To provide Superior customer experience

To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking

To meet & exceed the defined targets of new customer acquisition value month on month by analyzing transaction banking needs of the customers

To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators

To ensure quality sourcing in line with the Banks policy

To Adhere to sales process & KYC Norms of the bank

Keyskills Required:- Qualifications

Post Graduate preferred/ Graduate in any discipline from a recognized university


Minimum 2 years of experience in current account acquisition

Preferable Experience in acquiring Trade & Fx current accounts

Preferable knowledge of the Trade & FOREX products

To provide Superior customer experience

Essential Competencies & Skills

Essential Competencies & Skills

Good presentation skills

High Sales orientation

Must be willing to take up extensive field visit

Orientation towards servicing the customer and understanding his needs is a prerequisite

Awareness of dynamics of local market

Good understanding of competitive products & their pricing

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