- cquire new customers for Current Accounts and Savings Accounts through field visits, references, cold calling, and local market activities.
- Generate and convert leads within the assigned branch catchment area.
- Meet assigned monthly and quarterly CASA acquisition and activation targets.
- Identify customer requirements and recommend suitable banking products.
- Explain account features, perks, eligibility, charges, and documentation requirements.
- Assist customers with account opening, KYC documentation, and onboarding.
- Ensure timely activation and funding of newly opened accounts.
- Cross-sell banking products such as FD/RD, insurance, credit cards, loans, and digital banking services.
- Develop and maintain strong relationships with customers.
- Coordinate with branch operations and internal teams for smooth customer onboarding.
- Maintain accurate records of leads, customer visits,
conversions, and sales activities.
- Participate in local marketing activities and corporate/customer acquisition drives.
- Ensure all sales activities comply with bank policies, KYC requirements, and regulatory guidelines.
Preferred candidate profile
- Graduate in any discipline.
- 17 years of experience in sales; BFSI/CASA sales experience preferred.
- Freshers with strong communication and sales aptitude can also be considered.
- Good communication, interpersonal, and negotiation skills.
- Strong customer acquisition and relationship-building ability.
- Target-oriented and self-motivated.
- Comfortable with field sales and local travel.
- Basic knowledge of banking products and KYC documentation.