CASA Sales Officer

Capital Small Finance Bank Limited; Chandigarh; On-site; INR 279,000 - 424,000; Full time

Job summary

Capital Small Finance Bank Limited is seeking a CASA Sales Officer for Chandigarh, India. This full-time, on-site role focuses on sourcing CASA accounts through direct outreach and field visits, while building relationships with individuals, families, and small businesses.

You will manage end-to-end sales and onboarding, ensuring a smooth customer experience. The role requires strong customer service, prospecting skills, and a basic understanding of retail banking products, with a drive to meet

Qualifications

• Strong customer service and communication skills.
• Lead generation and sales operations abilities.
• Experience or aptitude in channel sales.
• Basic understanding of retail banking products, especially CASA.
• Ability to work towards targets with integrity and compliance.
• Graduate-level education; prior banking or financial services sales preferred.
• Proficiency in local languages with familiarity of Chandigarh markets.

Responsibilities

• Source and acquire new CASA accounts through direct outreach and field visits.
• Manage end-to-end sales operations including prospecting, documentation, and onboarding.
• Coordinate with branch teams and channel partners to achieve sales targets.
• Promote bank products to deepen customer relationships and maintain service standards.

Skills

Customer Service

Communication

Lead Generation

Sales Operations

Channel Sales

Retail Banking

Local Languages

Education

Graduate degree

Job description

Company Description

Capital Small Finance Bank Limited, headquartered in Jalandhar, Punjab, is India’s first Small Finance Bank, having transitioned from its origins in 2000 to this status in April 2016. The bank focuses on “Vishwas se Vikas Tak,” turning customer trust into sustainable progress for individuals, families, and communities. With a strong retail-focused franchise, it serves the middle-income segment through affordable credit, secure deposits, and accessible everyday banking services. Its diversified portfolio includes agriculture, MSMEs, mortgages, and retail banking, supporting livelihoods and regional growth. As a trusted primary banker, Capital Small Finance Bank helps customers save, borrow, and grow with confidence and security.

Role Description

The CASA Sales Officer is a full-time, on-site role based in Chandigarh, India. The role involves sourcing and acquiring new current and savings (CASA) accounts through direct outreach, field visits, and relationship-building with individuals, families, and small businesses. The CASA Sales Officer will manage end-to-end sales operations, including prospecting, lead follow-up, documentation, and onboarding, while ensuring a smooth customer experience. Responsibilities also include maintaining strong service standards, resolving basic customer queries, and promoting relevant bank products to deepen relationships. The role requires close coordination with branch teams and channel partners to achieve assigned sales targets and contribute to overall branch growth.

Qualifications

• Strong Customer Service and Communication skills to engage with diverse customers and deliver a positive banking experience.
• Lead Generation and Sales Operations skills to identify prospects, manage pipelines, and convert leads into CASA accounts.
• Experience or aptitude in Channel Sales to collaborate effectively with branch staff, external partners, and local networks.
• Basic understanding of retail banking products, especially CASA, and interest in working in a field-sales environment.
• Ability to work towards targets, manage time efficiently, and operate with integrity and compliance with bank policies.
• Minimum educational qualification typically at the graduate level in any discipline; prior experience in banking or financial services sales is a must.
• Proficiency in local languages and familiarity with Chandigarh and surrounding markets will be beneficial.