We are looking for a energetic sales professional responsible for acquiring new Current Account (CA) and Savings Account (SA) customers, building customer relationships, and driving cross-selling of banking products.
Key Responsibilities
- Acquire new Current Account (CA) and Savings Account (SA) customers.
- Generate leads through field sales, referrals, and corporate visits.
- Build and maintain relationships with customers to increase business.
- Achieve monthly CASA acquisition and revenue targets.
- Cross-sell banking products such as Fixed Deposits (FD), Recurring Deposits (RD), Insurance, Mutual Funds, and Debit/Credit Cards.
- Ensure timely KYC completion and account activation.
- Provide excellent customer service and resolve customer queries.
- Maintain accurate records in CRM and submit daily sales reports.
Eligibility
- Graduate in any discipline.
- 15 years of experience in CASA Sales, Banking Sales, or BFSI Sales.
- Strong communication, negotiation, and relationship management skills.
- Willingness to travel for field sales activities.
Preferred Background
Candidates from Banks, NBFCs, Small Finance Banks, Payment Banks, or other BFSI organizations with CASA sales experience.