To drive customer acquisition for Current Account and Savings Account (CASA) and cross-sell bank products while maintaining high service standards and ensuring customer satisfaction.
Key Responsibilities:
- Acquire new customers for CASA through field visits, cold calling, referrals, and leads provided by the bank.
- Generate leads and build a pipeline for sustainable business growth in the catchment area.
- Conduct activities (camps, promotions, door-to-door visits) to promote the bank’s products.
- Cross-sell other retail products such as Fixed Deposits, Recurring Deposits, Insurance, and Loans.
- Maintain regular follow-up with customers and provide after-sales service.
- Ensure adherence to KYC, AML, and other regulatory guidelines while onboarding customers.
- Work closely with the branch team to ensure a seamless customer experience.
- Achieve monthly and quarterly sales targets set by the bank.
Key Skills Required:
- Strong communication and interpersonal skills
- Good understanding of banking products, especially CASA
- Local market knowledge and networking skills
- Ability to work under pressure and achieve sales targets
- Basic computer proficiency
Qualifications & Experience:
- Graduate in any discipline (preferably commerce or finance)
- 0–2 years of experience in sales, preferably in banking, NBFC, or financial services
- Freshers with valuable communication skills and interest in field sales may also apply
Employment Type: Full time
Compensation: As per industry standards + performance-based incentives
📌 Equitas Small Finance Bank / Business Development Officer / Nagpur/ Mumbai/ Vadodara
🏢 Acura Solution
📍 Nagpur
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