Plopdo - Bank Officer - Sales (1-4 Yrs) Mumbai/ahmedabad (bfsi Sales)

Plopdo - Bank Officer - Sales (1-4 Yrs) Mumbai/ahmedabad (bfsi Sales)

31 Jul
|
Discoveries quintessential
|
Mumbai

31 Jul

Discoveries quintessential

Mumbai

- Bank Officer Branch Banking - Grade Executive Senior Executive- Department Liabilities Sales- Location Bank Branches Across Locations- Reporting To Team Leader Branch Sales Manager Branch Manager Rural Role PurposeTo drive CASA and liability product acquisition through field sales relationship building and effective branch-level customer engagement This role focuses on sourcing current customers ensuring smooth onboarding and contributing to branch growth through sales and service excellence Qualifications Experience- Graduate- 1-2 years of field sales experience Liabilities Insurance preferred - Age Up to 25 years- Preferably a local candidate familiar with the areaKey Responsibilities Financial Responsibilities- Acquire new CASA and liability accounts through cold calling market references and cross-selling- Sell third-party products Life insurance health insurance and mutual fund SIPsNon-Financial Responsibilities- Execute sales and marketing activities to grow the branch s liability business- Achieve monthly and quarterly acquisition and value targets as per scorecard- Develop new customer relationships and strengthen existing onesGenerate leads through - Local campaigns- Branch walk-ins- Customer referrals- Industry associations- Market activities in nearby areas- Compliance Risk Management- Ensure timely account opening and smooth onboarding for new customers- Adhere to KYC AML guidelines internal compliance policies and operational standards- Maintain confidentiality of customer and bank information no third-party sharing in any formBenefits - Provident Fund- Work Location In person ref updazz com

📌 Plopdo - Bank Officer - Sales (1-4 Yrs) Mumbai/ahmedabad (bfsi Sales)
🏢 Discoveries quintessential
📍 Mumbai

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