Roles & Responsibilities

- Acquire new Current Account (CA) and Savings Account (SA) customers through field sales.
- Generate leads through cold calling, market visits, referrals, and local networking.
- Build and maintain relationships with individual customers, SMEs, traders, and business owners.
- Achieve monthly CASA acquisition and revenue targets.
- Promote banking products such as debit cards, internet/mobile banking, fixed deposits, insurance, and other cross-sell products.
- Conduct customer meetings and explain banking products and advantages.
- Ensure proper documentation and KYC compliance for account opening.
- Coordinate with branch operations for smooth account activation.
- Maintain a healthy customer portfolio and provide post-sales service.
- Identify opportunities to increase account balances and customer engagement.
- Track daily sales activities, customer visits, and lead conversions through CRM/MIS.
- Stay updated on market trends and competitor activities.

📌 Business Development Executive (Indore)
🏢 Veerwal Getwork Services
📍 Indore