2. FLOW OF PRESENTATION
CASA
Introduction of
CASA
Product
Segmentation &
Targeting
Consumer Research
for CASA
Competition
Marketing Strategy
Cross Sell of
CASA
3. Introduction of CASA
Introduction of Bank
Meaning Of CASA
Savings Account
Current Account
Importance of CASA
High Customer Base.
More Stable Funds.
Low Cost.
.
Reputation of Bank
Interest on CASA
4. Documents required for CASA
PAN/Form 49 A along with form 60 if applied for PAN
Proof of identity – Aadhar Card, PAN Card,
Voter ID Card, Passport, Driving License
Account Opening Cheque from existing
Savings/Individual Current Account
Proof of identity – Aadhar Card, PAN
Card, Voter ID Card, Passport, Driving
License
Proof of Address
CURRENT ACCOUNTS SAVINGS ACCOUNTS
Recent Colour Photograph
DOCUMENTS
Recent Colour Photograph
Proof of Address
8. Methods of CROSS SELL
Analyse Customer Needs
Customer Segmentation
Personalized Recommendations
Rewards and Incentives
Continuous Customer Engagement
9. Product Differentiation
Interest Rates
Service Quality and Customer
Experience
Marketing and Branding
Competition in the CASA
Market Players
Innovation and Technology
Pricing and Fee Structures:
Customer Retention Strategies:
1
Cross-Selling and Product
Bundling
6
2 7
3 8
4 9
5
10. Marketing Strategies CASA
1
2
4
3
Targeted Advertising
Referral Programs
Educational Content
Online Presence and Digital
Marketing
5 Partnerships and Alliances
6
Personalization and Relationship
Management
7 Comparative Advertising
8 Continuous Monitoring and Feedback
11. Customer Relationship
1
2
4
3
Relationship Managers and Customer Service
Personalized Communication
Online and Mobile Banking
Account Reviews and Financial Advice
5
6
Customer Feedback and Surveys
Loyalty Programs