Roles and Responsibilities

- Manage CASA acquisition process from lead generation to closure, ensuring high-quality leads and meeting targets.
- Identify potential customers through various channels (inbound/outbound) and convert them into paying clients.
- Develop strong relationships with existing customers to increase wallet share and product penetration.
- Collaborate with internal teams (sales, operations, technology) to resolve customer issues and improve overall customer satisfaction.
- Analyze market trends, competitor activity, and industry developments to stay ahead in the competitive landscape.

Desired Candidate Profile

- 1-3 years of experience in BFSI sales or related field (preferably in insurance).
- Bachelor's degree in any discipline (B.Tech/MBA preferred).
- Strong understanding of CASA products and services; ability to communicate effectively about their advantages.
- Excellent communication skills for effective relationship-building with customers.

📌 Casa Sales Officer (Ahmedabad)
🏢 softpath consulting
📍 Ahmedabad