CASA Sales Officer

Company Description AU SMALL FINANCE BANK began over three decades ago as the vision of founder Sanjay Agarwal, a Chartered Accountant and first-generation entrepreneur, supported by a highly skilled team. The bank has grown rapidly and is now progressing toward becoming a Universal Bank. Its growth is driven by a strong focus on customer-centric solutions and long-term value creation. AU SMALL FINANCE BANK remains committed to serving the wider community while maintaining a forward-looking approach to products and services. Candidates joining the bank can expect to be part of an ambitious, evolving organization with a strong emphasis on excellence and impact.Role Description This is a full-time, on-site role for a CASA Sales Officer based in Ahmedabad. The CASA Sales Officer is responsible for sourcing new current and savings account (CASA) customers through field visits, referrals, and local market initiatives. Typical activities include meeting prospective customers, explaining product features and benefits, completing account opening documentation, and ensuring compliance with internal policies and regulatory requirements. The role involves maintaining relationships with existing customers, cross-selling relevant banking products, and working closely with branch and sales teams to achieve monthly and quarterly business targets. The CASA Sales Officer will also track market trends, participate in promotional campaigns, and provide feedback to improve customer experience and product offerings.Qualifications Demonstrated experience in retail banking sales, preferably in CASA or liability product acquisition.Strong customer relationship management skills, including the ability to build trust, understand needs, and provide appropriate solutions.Effective communication and interpersonal skills to interact with diverse customers and internal stakeholders.Basic understanding of banking operations, regulatory compliance, and documentation processes.Ability to work with sales targets, manage time efficiently, and plan daily field activities.Comfort with using digital tools and banking systems for lead management, data entry, and reporting.Minimum educational qualification of a bachelor’s degree in any discipline; a degree in business, finance, or commerce is an advantage.Prior experience in financial services or field sales roles in Ahmedabad or nearby markets is preferred.High level of integrity, accountability, and willingness to learn and grow within a fast-evolving banking environment.