CASA Executive

Planet Solutions; Bengaluru; On-site; INR 300,000 - 540,000; Full time

Job summary

Planet Solutions in Bengaluru, Karnataka seeks a dedicated CASA Executive to promote and manage CASA products, drive customer engagement, and ensure high service levels. Key responsibilities include promoting CASA products, assisting with account openings and maintenance, collaborating with the sales team, and maintaining records for compliance.

The role also supports marketing outreach to attract new clients and gather market feedback.

Qualifications

• Strong understanding of CASA products and banking services.
• Excellent communication and interpersonal skills to engage with customers.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency with banking software and customer management tools.

Responsibilities

• Actively promote CASA products to potential customers and explain benefits to drive sales.
• Handle customer inquiries and assist with account opening, maintenance, and related services.
• Collaborate with the sales team to identify new business opportunities and enhance customer satisfaction.
• Maintain accurate records of customer interactions and transactions for compliance and reporting.
• Participate in marketing initiatives and community outreach to increase brand awareness.
• Provide feedback to management on customer needs and market trends to shape product offerings.

Skills

CASA product knowledge

Communication skills

Teamwork

Banking software proficiency

Tools

Banking software proficiency

Job description

We are seeking a dedicated CASA Executive to join our team in Karnataka. The CASA Executive will play a crucial role in promoting and managing the Current Account and Savings Account (CASA) products of our organization. This position is essential for driving customer engagement and ensuring that our clients receive the highest level of service.

Key Responsibilities

• Actively promote CASA products to potential customers, explaining the benefits and features to drive sales.
• Manage customer inquiries and provide assistance regarding account opening, maintenance, and related services.
• Collaborate with the sales team to identify new business opportunities and enhance customer satisfaction.
• Maintain accurate records of customer interactions and transactions to ensure compliance and reporting accuracy.
• Participate in marketing initiatives and community outreach programs to increase brand awareness and attract new clients.
• Provide feedback to management on customer needs and market trends to help shape product offerings.

Required Skills

• Strong understanding of CASA products and banking services.
• Excellent communication and interpersonal skills to effectively engage with customers.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency in using banking software and tools for customer management.

If you are passionate about customer service and have a keen interest in banking products, we encourage you to apply for this exciting opportunity to contribute to our growth and success.