To acquire new customers and drive the sale of Current and Savings Account (CASA) products through direct and indirect sourcing strategies, ensuring customer satisfaction and business growth.
Key Responsibilities:
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Customer Acquisition:
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Identify and source potential customers for CASA products through cold calling, field visits, references, and digital channels.
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Conduct market mapping to understand competitor offerings and customer segments.
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Sales & Revenue Generation:
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Achieve monthly and quarterly CASA acquisition targets.
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Cross-sell relevant bank products such as FD, RD, Debit/Credit Cards, Insurance, etc., to increase wallet share.
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Relationship Management:
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Build and maintain strong relationships with acquired clients to generate repeat business and referrals.
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Ensure excellent customer service to enhance customer retention.
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Documentation & Compliance:
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Ensure timely and accurate documentation for all CASA accounts opened.
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Adhere to all bank compliance, KYC norms, and regulatory guidelines.
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Market Intelligence:
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Gather insights on competitor products, pricing, and customer trends.
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Share feedback with the product and marketing teams for improvements.
Key Skills & Competencies:
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Robust communication and interpersonal skills
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Customer-centric approach
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Goal-oriented with good negotiation skills
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Field sales experience preferred
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Knowledge of banking products and services
📌 Business Development Officer (Indore)
🏢 Acura Solution
📍 Indore
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