Associate Manager - CA/SA

Position: Associate Manager – CASA Sales
Locations: Mumbai & Pune
Experience: Minimum 1 Year
Industry: Banking / Financial Services

Job Summary:
We are looking for an experienced Associate Manager – CASA Sales to drive Current Account and Savings Account acquisition and strengthen the bank’s customer base across Mumbai and Pune.

Key Responsibilities:

Acquire new customers for CASA (Current Account & Savings Account) products.
Generate business through direct sales, references, leads, and market visits.
Develop and maintain strong relationships with customers.
Identify potential customers and convert leads into CASA accounts.
Achieve monthly sales and revenue targets.
Cross-sell banking products such as FD, RD, Insurance, Credit Cards and Loans.
Ensure proper KYC and documentation as per bank guidelines.
Maintain regular follow-ups and provide excellent customer service.
Build a strong local network to generate quality business.

Eligibility:

Minimum 1 year of experience in CASA / Current Account / Savings Account sales.
Candidates from Banking, NBFC, Fintech or Financial Services backgrounds preferred.
Strong communication and relationship-management skills.
Good knowledge of the local market.
Target-oriented with good sales and customer-acquisition skills.
Candidates currently working in CASA/Account Sales will be preferred.

Locations:
📍 Mumbai – Various locations
📍 Pune – Various locations

Interested candidates can share their updated CV for consideration.