Bhavish Bhavi
CASA Officer
Talent
UdupiMember since June 15, 2026
Sales & customer acquisitionBanking product knowledgeCommunication & interpersonal skillsField sales and cold callingBasic financial understandingCustomer relationship managementTeam workMS Office
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Sales & customer acquisitionBanking product knowledgeCommunication & interpersonal skillsField sales and cold callingBasic financial understanding
About
Motivated Commerce graduate seeking to leverage strong client management, communication, and adaptability skills in a challenging role to contribute to organizational growth.
Experience
CASA Officer - Axis Bank - Kalsanka, India
(2025-02)
- Acquired new customers for Current and Savings Accounts through direct sales and field outreach.
- Cross-sold banking products including personal loans, insurance, and credit cards to increase customer value.
- Built and nurtured strong customer relationships to ensure retention and growth of CASA portfolio.
- Consistently achieved monthly targets for account acquisition and product sales.
- Ensured strict compliance with KYC, AML, and documentation processes as per regulatory standards.
- Conducted regular field visits for lead generation, customer onboarding, and market mapping.
- Managed end-to-end account activation, servicing requests, and timely issue resolution.
Education
B.Com - Commerce - Gov. First Grade College Thenkanidiyoor, Udupi (2023)
PUC - Pre-University Course - Gov. PU College, Thenkanidiyoor, Udupi, India (2020)
SSLC - U. Kamala Bai High School Kadiyali, Udupi, India (2018)
Skills
CASA Officer
