07 Aug
|
Genius Consultants
|
Sodepur
07 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 solid 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