Position Summary
The CASA Sales Officer is responsible for the promotion and sales of current accounts and savings accounts, as well as the cross-selling of loan and insurance products. This position is essential for expanding the customer base and enhancing client relationships within the regions of Vijayawada and Vishakhapatnam. The role emphasizes solid customer engagement and a comprehensive understanding of banking products.

Principal Responsibilities
Drive sales initiatives for current and savings account openings.
Identify potential clients through market research and networking efforts.
Develop and implement strategies to effectively promote CASA products in the assigned regions.
Engage with existing clients to understand their financial needs and identify opportunities for cross-selling loan and insurance products.
Maintain accurate records of all sales activities and client interactions to ensure compliance with organizational standards.




Provide exceptional customer service to enhance client satisfaction and foster long-term relationships.

Eligibility and Qualifications
Demonstrated experience in field sales, preferably within the financial services sector.
Solid knowledge of CASA products, including current accounts, savings accounts, loans, and insurance offerings.
Proven track record of achieving sales targets and driving business growth.
Excellent communication skills, both verbal and written, with the ability to engage effectively with diverse clientele.

Key Competencies
Robust analytical skills to assess market trends and client needs.
High level of integrity in handling sensitive financial information.
Capability to work autonomously while managing multiple priorities in a structured manner.
Adaptability to changing market conditions and customer expectations.

📌 Casa Sales Officer Current Account, Saving Account, Cross Selling Vijayawada
🏢 LIVEC STAFFING SERVICES PRIVATE
📍 Vijayawada