CASA Acquisition Manager

Planet Solutions; Mumbai, Navi Mumbai; On-site; INR 500,000 - 900,000; Full time

Job summary

Planet Solutions is seeking a field sales oriented candidate to acquire Current & Savings Account customers, generate leads through field activities and referrals, and achieve CASA targets.

You will build lasting customer relationships, cross-sell banking products, ensure KYC compliance, and drive business growth through disciplined target attainment.

Qualifications

• Graduate with 2–6 years of experience in CASA acquisition, banking sales and customer relationship management.
• Skilled in lead generation, account acquisition, cross-selling and target achievement.
• Must be able to meet CASA targets and drive new business.

Responsibilities

• Acquire CASA customers and achieve targets.
• Generate leads through field sales and referrals.
• Build and maintain customer relationships.
• Cross-sell banking products to customers.
• Ensure KYC compliance and regulatory adherence.
• Drive overall business growth through disciplined execution.

Skills

Lead generation

Account acquisition

Cross-selling

Customer relationship management

Target achievement

Education

Graduate

Job description

Acquire Current & Savings Account customers, generate leads through field sales and referrals, achieve CASA targets, build customer relationships, cross-sell banking products, ensure KYC compliance, and drive business growth.

Required Candidate profile

Graduate with 2–6 years of experience in CASA acquisition, banking sales and customer relationship management, skilled in lead generation, account acquisition, cross-selling and target achievement.