06 Aug
|
Genius Consultants
|
Sodepur
06 Aug
Genius Consultants
Sodepur
Role & responsibilities
- CASA Acquisition: Identify potential customers, conduct cold calls, and organize field campaigns to open current high-value Savings and Current Accounts.
- TPP Cross-Selling: Analyze customer needs and pitch appropriate Third-Party Products (Insurance, Mutual Funds, Wealth products) to increase the wallet share per customer.
- Lead Generation & Mapping: Actively map the assigned local territory, catchments, and commercial hubs to build a strong pipeline of prospective clients.
- Relationship Management: Maintain excellent relationships with newly acquired customers to ensure account activation, funding, and retention.
- Compliance & Documentation: Ensure strict adherence to bank/company policies, KYC norms, and regulatory guidelines during the onboarding process.
📌 Senior Sales Executive: CASA Sales (Sodepur)
🏢 Genius Consultants
📍 Sodepur