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, specialists, and corporate clients.
Identify Current-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 (India)
🏢 Veerwal Getwork Services
📍 India