Insurance Sales / BD Manager (New Delhi)

Insurance Sales / BD Manager (New Delhi)

24 Sep
|
AXIS BANK
|
New Delhi

24 Sep

AXIS BANK

New Delhi

(phone hidden) (This postion only for central delhi candidates)

A CASA Sales Officer is a frontline banking professional responsible for acquiring new Current Account and Savings Account (CASA) customers and cross-selling financial products. [1, 2]

Core Responsibilities

- Account Acquisition: Open recent savings and current accounts by targeting customers in assigned branch catchment areas or open markets.
- KYC Compliance: Complete customer onboarding and KYC (Know Your Customer) verifications following bank guidelines.
- Cross-Selling: Promote additional banking products like debit cards, mobile banking, fixed deposits (FD), and recurring deposits (RD).
- Relationship Building: Maintain connections with clients to generate referrals and secure long-term liability deposits. [1, 2, 3]

📌 Insurance Sales / BD Manager (New Delhi)
🏢 AXIS BANK
📍 New Delhi

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