10 Nov
|
Hdfc sales
|
Kanpur
A CASA Sales Officer in the banking sector is a frontline sales professional responsible for acquiring new CASA (Current Account and Savings Account) customers and driving liability-side business for the bank. [1, 2]
Key Role & Responsibilities
- Customer Acquisition: Open current savings and current accounts by visiting clients, networking, and exploring leads in the branch's local catchment area. [1, 2]
- Cross-Selling: Pitch and cross-sell other banking and financial products—such as credit cards, personal loans, fixed deposits, and insurance—to increase customer value. [1]
- Relationship Building: Maintain ongoing relationships with account holders to ensure account activity, retention, and deposit growth.
- Target Achievement: Meet monthly and quarterly targets for new account openings, average quarterly balance (AQB), and revenue generation.
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📌 Sales & Marketing Executive (Kanpur)
🏢 Hdfc sales
📍 Kanpur