Role & responsibilities
Customer Acquisition: Source and open recent 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 recent 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