Job Description

We are hiring on behalf of one of our banking clients for the role of Sales Officer – CASA, focused on liabilities acquisition and relationship management at the branch level.

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Key Responsibilities:

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Manage banking relationships for a portfolio of clients, focused on growth of Liabilities & Investments.

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Develop and expand the customer base, ensuring service levels exceed client expectations.

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Identify current and potential relationships to grow business.

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Own sales targets spread across liabilities, retail assets, cards, and investments.

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Proactively sell consumer banking and investment products to existing and prospective customers.

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Grow CASA balances in the allocated portfolio through recent acquisition.

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Drive higher product and channel penetration to increase wallet share.

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Ensure portfolio quality through regular client engagement.

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Act as the first point of contact for mapped clients.

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Support clients with basic financial planning and investment guidance.

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Qualifications:

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Graduation required; Post-Graduation preferred.

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AMFI / NCFM / IRDA / JAIIB / CAIIB or similar certifications are an added advantage.

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Note: By applying to this role, you consent to becoming a member of the Aspire For Her Community.

📌 Sales Officer - CASA (India)
🏢 Aspire For Her
📍 India