Business Development Executive (BDE) CASA Field Sales

Role & Responsibilities

- Acquire current customers for Current Account (CA) and Savings Account (SA) through field sales.
- Generate leads through market visits, cold calling, references, and local area mapping.
- Build and maintain relationships with business owners, retailers, SMEs, professionals, and corporate clients.
- Identify New-to-Bank (NTB) customers and convert them into active banking customers.
- Conduct customer meetings and explain CASA products, features, and benefits.
- Achieve monthly targets for CASA account acquisition and account funding.
- Cross-sell banking products such as Debit Cards, Credit Cards, Insurance, Fixed Deposits, and Digital Banking services.




- Coordinate with branch operations for account opening and KYC documentation.
- Ensure accurate documentation and compliance with bank policies.
- Maintain a healthy sales pipeline and regularly follow up with prospects.
- Develop and strengthen relationships with local influencers, channel partners, and business associations for lead generation.
- Monitor competitor activities and identify new business opportunities.
- Maintain daily sales reports and update CRM/MIS on customer interactions and conversions.
- Deliver excellent customer service to ensure customer satisfaction and retention.

📌 Business Development Executive (Uttar Pradesh)
🏢 Veerwal Getwork Services
📍 Uttar Pradesh