03 Dec
Discoveries quintessential
Jamnagar
Hiring: Branch Sales Officer – Branch Banking (CASA & KYC Focus)
We are looking for motivated and experienced professionals to join our Branch Banking team as a Branch Sales Officer in key growth markets across South and West India.
This role is ideal for candidates with a proven track record in field sales, particularly within the banking or financial services sector, and hands-on experience driving CASA (Current Account & Savings Account) acquisition and managing regulatory compliance.
Job Details
Title Branch Sales Officer – Branch Banking
Location Branches across Maharashtra
Experience 2–5 years in field sales (Banking/Insurance preferred)
Requirements Graduation preferred;
Must own a two-wheeler and be open to travel.
️ Key Responsibilities
- CASA Acquisition: Drive the acquisition of new CASA and liability accounts through effective field sales, referrals, and cold-calling efforts.
- Target Achievement: Meet and exceed branch liability sales and revenue targets.
- Compliance & KYC: Ensure strict adherence to KYC,
AML, and all internal regulatory policies in daily operations.
- Customer Relationship Management: Build and maintain strong, lasting customer relationships within the branch network.
- Product Cross-Selling: Effectively cross-sell other financial products, including insurance and mutual funds.
What We're Looking For
- Professionals with direct experience in banking field sales.
- In-depth, practical knowledge of CASA products and the entire KYC/AML process.
- Strong communication, negotiation, and customer service skills.
- Local candidates with relevant market knowledge are highly preferred.
Why Join Us?
- Significant growth opportunities opportunities in a leading financial institution.
- Attractive, performance-based incentives.
- Exposure to a diverse portfolio of financial products.
- A supportive, customer-first work culture.
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