Role & responsibilities
- Customer Acquisition: Source and open new CASA (Current Account and Savings Account) bank accounts through direct field canvassing and local market visits.
- Product Pitching: Explain bank products, account features, and digital banking services to prospective retail or corporate clients.
- Lead Generation: Identify new local business opportunities, cold-call leads, and meet clients face-to-face.
- Documentation & Compliance: Collect, check, and process initial KYC verification documents according to bank policies.
- Target Achievement: Meet or exceed monthly and quarterly individual sales quotas and performance metrics.
- CRM Updates: Log daily field activities, customer interactions, and lead statuses into the internal tracking system

Preferred candidate profile
- Graduate degree in any discipline from a recognized university.
- Age & Experience: Freshers or candidates with up to 9 months of sales experience, aged between 21 and 28 years.
- Field Requirements: Valid driving license and access to a two-wheeler are mandatory due to regular local travel.
- Skills: Solid communication skills in English and the local language, high sales drive, and resilience under target pressures.

📌 Walk-in || Banking Sales Officer (Mumbai)
🏢 Assort 1 Corp Services
📍 Mumbai