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