Purpose of the Role

The CASA Sales Officer is responsible for managing customer relationships and ensuring compliance with regulatory standards while promoting and selling current and savings accounts. This role emphasizes accuracy in account management and the provision of exceptional service to clients.

Scope of Work
Drive sales initiatives for current and savings accounts, ensuring the achievement of targeted sales goals.
Engage in cross-selling of loan products and insurance services to enhance customer portfolio offerings.
Identify prospective clients through effective market research and relationship-building techniques.
Develop and implement strategic plans to increase account openings within assigned territories.
Maintain ongoing relationships with existing clients, addressing their financial needs and providing timely support.
Conduct field visits to meet potential clients,



fostering a solid understanding of community financial needs.
Ensure compliance with all regulatory requirements related to account openings and sales processes.

Candidate Requirements
Proficient understanding of CASA products including current accounts and savings accounts.
Robust communication skills, both verbal and written, to effectively interact with clients and colleagues.
Proven experience in field sales, particularly in financial services, is essential.
Demonstrated ability to engage customers proactively and understand their financial requirements.
Capacity to work independently while managing a structured sales approach.

Suitably qualified candidates are invited to submit their applications for this role.

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