Assistant Acquisition Manager

Acura Solutions; Bareilly, Kanpur, Lucknow; On-site; INR 400,000 - 650,000; Full time

Job summary

Acura Solutions in Bareilly is seeking an Assistant Manager – CASA to acquire current and savings account customers and grow CASA deposits. You will build customer relationships, meet sales targets, and ensure regulatory compliance in daily banking operations.

The role requires field sales experience, strong product knowledge, and ability to travel within the local market. A Graduate with 1–5 years in CASA sales is preferred. This is an on-site role at our branch network.

Qualifications

• Graduate with 1–5 years in CASA sales or financial services.
• Experience in field sales and customer acquisition preferred.
• Knowledge of RBI/KYC guidelines and banking products.

Responsibilities

• Acquire new Current and Savings Account customers through field sales, referrals, and market mapping.
• Generate leads from individuals, SMEs, and corporate clients.
• Achieve monthly CASA acquisition and deposit targets.
• Cross-sell banking products such as Fixed Deposits, Insurance, Mutual Funds, Credit Cards, Personal/Business Loans, Digital Banking Products.
• Build and maintain strong customer relationships.
• Conduct customer meetings and business visits.
• Ensure KYC, AML, and regulatory compliance during account opening.
• Activate newly opened accounts and improve customer engagement.
• Coordinate with branch teams to provide seamless customer service.
• Prepare daily sales reports and update CRM/MIS.

Skills

Strong sales and negotiation skills

Relationship management

Communication and presentation skills

Market mapping and lead generation

Target-oriented approach

Knowledge of banking products and RBI/

Education

Graduate (ANY FIELD)

Job description

If you mean Assistant Manager CASA (Current Account & Savings Account) in banking, here's a standard Job Description:

Job Title

Assistant Manager – CASA

Department

Branch Banking / Retail Banking

Role Purpose

Acquire new Current Account (CA) and Savings Account (SA) customers, grow CASA deposits, build customer relationships, and achieve sales targets while ensuring compliance with banking regulations.

Key Responsibilities

• Acquire new Current and Savings Account customers through field sales, referrals, and market mapping.
• Generate leads from individuals, SMEs, and corporate clients.
• Achieve monthly CASA acquisition and deposit targets.
• Cross-sell banking products such as:
  
  • Fixed Deposits (FD)
  • Insurance
  • Mutual Funds
  • Credit Cards
  • Personal/Business Loans
  • Digital Banking Products
• Build and maintain strong customer relationships.
• Conduct customer meetings and business visits.
• Ensure KYC, AML, and regulatory compliance during account opening.
• Activate newly opened accounts and improve customer engagement.
• Coordinate with branch teams to provide seamless customer service.
• Prepare daily sales reports and update CRM/MIS.

Eligibility

• Graduate (ANY FIELD)
• 1–5 years of experience in CASA sales, Banking, NBFC, or Financial Services.
• Experience in field sales and customer acquisition is preferred.

Required Skills

• Strong sales and negotiation skills
• Relationship management
• Communication and presentation skills
• Market mapping and lead generation
• Target-oriented approach
• Knowledge of banking products and RBI/KYC guidelines

Key Performance Indicators (KPIs)

• CASA acquisition targets
• Deposit value mobilized
• Cross-sell revenue
• Customer activation and retention
• Productivity and lead conversion ratio
• Compliance adherence

Preferred Candidate Profile

• Good networking skills
• Local market knowledge
• Ability to work under sales targets
• Two-wheeler and willingness to travel for customer acquisition (if required).