Company Overview

Provista Management Consultants Private Limited is a Human Resource firm offering a comprehensive range of HR outsourcing services. Our expertise spans recruitment solutions, Training & Development, Compensation Management, Payroll Management, and Strategic Human Capital Guidance. We specialize in providing cost-effective and quality HR solutions, allowing our clients to focus on their core business activities. Headquartered in Delhi, we cater to various industries, including banking, with a dedicated team of professionals.

Job Overview

We are seeking a dedicated and dynamic individual for the role of CASA (Current Account, Savings Account) at Provista Management Consultants Private Limited. This is a mid-level, full-time position based in our branches located in Bangalore Urban and Kolkata. The ideal candidate will have relevant work experience in managing current and savings accounts with a strong focus on sales and liabilities.

Qualifications and Skills

• Proven experience in managing and acquiring current and savings accounts.
• Excellent understanding of corporate salary and liability products.
• Strong sales acumen with experience in banking or financial services sectors.
• Ability to build and maintain strong client relationships.
• Effective communication skills to interact with different client segments.
• Proficiency in using banking software and CRM tools.
• Strong analytical skills for assessing client needs and delivering tailored solutions.
• Self-motivated and goal-oriented with the ability to work independently and as part of a team.

Roles and Responsibilities

• Acquire new clients and manage current and savings accounts to drive growth in liabilities.
• Promote and sell various banking products such as corporate salary accounts and savings accounts.
• Develop and execute sales strategies to achieve monthly and annual targets.
• Maintain strong, long-term relationships with clients to provide tailored banking solutions.
• Collaborate with other departments to ensure seamless service delivery and client satisfaction.
• Monitor and analyze market trends and client feedback to improve service offerings.
• Prepare and submit regular reports on sales activities, achievements, and client feedback.
• Ensure adherence to banking regulations and compliance requirements.