Role & responsibilities

We are looking for a energetic sales professional responsible for acquiring recent 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.
Solid 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.

Key Skills
CASA Sales
Current Account (CA)
Savings Account (SA)
NTB Acquisition
Field Sales
Cross Selling
Customer Relationship Management
KYC
Lead Generation
Banking Sales
BFSI Sales
Liability Products
Target Achievement

📌 Relationship Manager Bengaluru
🏢 Veerwal Getwork Services
📍 Bengaluru