Casa Sales Executive

Veerwal Getwork Services; Mumbai; On-site; INR 250,000 - 400,000; Full time

Job summary

Veerwal Getwork Services in Mumbai seeks a CASA Sales professional with 1+ year of sales/banking experience to acquire NTB Current & Savings Accounts and drive CASA targets. You will generate leads via open-market activities and field visits, explain banking products, onboard customers, and cross-sell additional products.

Role requires strong communication, convincing skills, and willingness to work in the field. Location is Mumbai, with on-site duties in Ghatkopar West and Dadar.

Qualifications

• Graduation is preferred/mandatory as per company policy.
• Good communication and convincing skills.
• Comfortable with field sales and open-market lead generation.
• Banking/CASA sales experience will be an advantage.

Responsibilities

• Generate leads through open market sales and field visits.
• Acquire NTB Current & Savings Accounts.
• Approach potential customers, explain banking products and convert leads.
• Achieve monthly CASA acquisition and sales targets.
• Build and maintain strong customer relationships.
• Complete customer onboarding and ensure account activation.
• Identify opportunities for cross-selling other banking products.

Skills

Open market sales

Field visits

Communication skills

Convincing skills

Lead generation

CASA sales

Education

Graduation

Job description

Role & responsibilities

Role: CASA Sales
Experience: 1+ Year in Sales / Banking preferred
Location: Mumbai (Ghatkopar West and Dadar)

Key Responsibilities:

• Generate leads through open market sales and field visits.
• Acquire New-to-Bank (NTB) Current & Savings Accounts.
• Approach potential customers, explain banking products and convert leads.
• Achieve monthly CASA acquisition and sales targets.
• Build and maintain strong customer relationships.
• Complete customer onboarding and ensure account activation.
• Identify opportunities for cross-selling other banking products.

Requirements:

• Graduation is preferred/mandatory as per company policy.
• Good communication and convincing skills.
• Comfortable with field sales and open-market lead generation.
• Banking/CASA sales experience will be an advantage.