We are seeking a motivated and results-driven Casa Sales Officer to join our team in Punjab. The ideal candidate will be responsible for driving sales and promoting our CASA (Current Account and Savings Account) products, as well as cross-selling insurance products including life and general insurance. This role requires a strong focus on building and maintaining relationships with clients to ensure their financial needs are met effectively.

Key Responsibilities:
Actively promote and sell CASA products to potential customers, ensuring a thorough understanding of their financial needs.
Cross-sell insurance products, including life and general insurance, to enhance customer portfolios.
Develop and maintain robust relationships with clients, providing exceptional customer service and support.
Collaborate with the agency channel to maximize sales opportunities and achieve targets.
Conduct market research to identify new sales opportunities and stay updated on industry trends.




Prepare and present sales reports to management, highlighting achievements and areas for improvement.

Required Skills:
Robust knowledge of CASA products and insurance offerings.
Excellent communication and interpersonal skills to build relationships with clients.
Proven sales skills with a track record of meeting or exceeding targets.
Ability to work independently and as part of a team.
Robust analytical and problem-solving skills.
Familiarity with the financial services industry and regulatory requirements.

If you are passionate about sales and have a strong background in financial products, we encourage you to apply for this exciting opportunity as a Casa Sales Officer. Join us in helping clients achieve their financial goals while advancing your career in a dynamic environment.

📌 Casa Sales Officer Jalandhar (India)
🏢 Gens Management Consultant Private
📍 India