looking for dynamic and result-oriented Sales Officers to acquire recent Current Account (CA) and Savings Account (SA) customers while driving cross-selling of banking products. The ideal candidate should have strong sales aptitude, customer relationship skills, and experience in the BFSI/NBFC sector.
Key ResponsibilitiesAcquire recent Current Account (CA) and Savings Account (SA) customers.
Source and activate New-to-Bank (NTB) customers.
Achieve monthly CASA acquisition and revenue targets.
Cross-sell Life Insurance, Mutual Funds, Gold Loans, Trade/Forex, and other banking products.
Build and maintain long-term customer relationships.
Generate leads through field visits, references, and local market activities.
Ensure complete KYC documentation and regulatory compliance.
Follow all bank policies and operational guidelines.
Ensure timely reporting and MIS submission.
Maintain high standards of customer service and professionalism.
Candidate Profile1-5 years of experience in Banking, NBFC, Financial Services, or Insurance Sales.
Experience in CASA Sales,



Liability Sales, Relationship Management, Business Development, or Financial Product Sales will be preferred.
Robust communication and negotiation skills.
Comfortable with field sales and achieving sales targets.
Customer-focused with excellent relationship-building skills.
Basic knowledge of KYC norms and banking products.
Preferred CompaniesHDFC Bank
ICICI Bank
Axis Bank
IDFC FIRST Bank
Kotak Mahindra Bank
IndusInd Bank
AU Small Finance Bank
Federal Bank
RBL Bank
Bandhan Bank
Muthoot Finance
Muthoot Microfin
Bajaj Finance
Aditya Birla Finance
Key SkillsCASA Sales
Liability Sales
Current Account Acquisition
Savings Account Acquisition
Retail Banking
Relationship Management
Customer Acquisition
Field Sales
Cross Selling
Lead Generation
KYC
Banking Sales
BFSI Sales
NTB Acquisition
Target Achievement

Location: As per YES Bank branch requirement.

📌 Casa Sales Officer Goa
🏢 Team24 Foods And Beverages Private
📍 Goa