Key Responsibilities

- Customer Acquisition: Acquire new customers for Current Accounts and Savings Accounts through field sales, cold calling, referrals, and market visits.

- Lead Generation: Identify potential customers, including individuals, salaried employees, self-employed professionals, and business owners.

- Account Opening: Explain account features, benefits, and eligibility criteria, and assist customers with account opening procedures.

- Sales Targets: Achieve monthly targets for new account acquisition, deposits, and other assigned banking products.

- Cross-Selling: Promote additional banking products such as debit cards, insurance, fixed deposits, and other eligible financial products.

- Market Visits: Conduct regular field visits to generate business and expand the customer base in the assigned territory.

- Customer Relationship Management: Build and maintain robust relationships with customers to encourage long-term banking relationships.





- Documentation & KYC: Collect and verify required documents and ensure compliance with KYC and bank policies.

- Follow-Up: Follow up with prospective customers and support them throughout the account opening process.

About Company: JobSarathi is a career guidance, training, and talent connection platform focused on bridging the gap between skills, talent, and employment opportunities. In today's competitive job market, many capable students and young professionals struggle to access the right career opportunities, while organizations often face challenges in finding skilled and job-ready candidates. JobSarathi addresses this gap by combining career guidance, industry-relevant training, and recruitment support to prepare candidates for real-world roles.

📌 Sales Officer-CASA in Ludhiana, Nagpur
🏢 JobSarathi
📍 Ludhiana