Current Account Sales Officer (CASA) Acquisition (Mumbai)

Current Account Sales Officer (CASA) Acquisition (Mumbai)

04 Aug
|
Quotient Consultancy
|
Mumbai

04 Aug

Quotient Consultancy

Mumbai

Leaidng Bank Hiring Current Account Sales Officer

MUMBAI

Interested please connect with MAHEK 913726337 and drop CV at [email protected]

Job Purpose:

Role entails acquiring new customers for the bank's savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the savings products, and closing the sales. Also to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them.

Roles & Responsibilities:

Acquisition of savings account in the identified segment and reference generation from the specified catchment area

Ensuring high quality of customer acquisition in terms of constitution, product and segment mix

On-boarding and activating customers on digital platforms

Assist Senior Sales Manager in catchment mapping and branch scoping exercises





Provide regular feedbacks to Senior Sales Manager and Branch Manager on customer requirements and potential opportunities

Ensuring adherence to sales compliance and SOPs defined by the organization

Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations

Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a solid visibilty for IDFC First Bank

Working on key central Initiatives and seeking regular referrals from existing customers

Collaborating with other team members and support functions to provide products and service offerings to customers

Education Qualification: Graduation:

Experience: 0 to 2 years of relevant experience

📌 Current Account Sales Officer (CASA) Acquisition (Mumbai)
🏢 Quotient Consultancy
📍 Mumbai

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