Business Development Officer - CASA- Indore , Korba, Bhopal , Durg , Raipur

Job Description:

Job Title: Business Development Officer – CASA

Department: Retail Liabilities / Branch Banking
Location: [Insert Location]
Reports To: Branch Manager / Sales Manager

Job Purpose:

To acquire new customers and drive the sale of Current and Savings Account (CASA) products through direct and indirect sourcing strategies, ensuring customer satisfaction and business growth.

Key Responsibilities:

• Customer Acquisition:

  • Identify and source potential customers for CASA products through cold calling, field visits, references, and digital channels.

  • Conduct market mapping to understand competitor offerings and customer segments.

• Sales & Revenue Generation:

  • Achieve monthly and quarterly CASA acquisition targets.

  • Cross-sell relevant bank products such as FD, RD, Debit/Credit Cards, Insurance, etc., to increase wallet share.

• Relationship Management:

  • Build and maintain strong relationships with acquired clients to generate repeat business and referrals.

  • Ensure excellent customer service to enhance customer retention.

• Documentation & Compliance:

  • Ensure timely and accurate documentation for all CASA accounts opened.

  • Adhere to all bank compliance, KYC norms, and regulatory guidelines.

• Market Intelligence:

  • Gather insights on competitor products, pricing, and customer trends.

  • Share feedback with the product and marketing teams for improvements.

Key Skills & Competencies:

• Strong communication and interpersonal skills

• Customer-centric approach

• Goal-oriented with good negotiation skills

• Field sales experience preferred

• Knowledge of banking products and services