Job highlights

- Experience in field sales with knowledge of CASA products

- Acquire current savings and current accounts through customer visits, lead generation, and account opening formalities

Roles & Responsibilities
- Acquire new Savings Accounts (SA) and Current Accounts (CA) through field sales activities.

- Visit customers, local markets, shops, businesses, and corporate offices to generate leads.

- Identify potential customers and explain the bank's products and services.

- Achieve monthly CASA acquisition and business targets.

- Collect and verify customer documents and complete account opening formalities.

- Build and maintain robust relationships with existing and new customers.

- Promote other banking products such as debit cards, insurance, loans, and digital banking services.

- Ensure compliance with KYC guidelines and bank policies.

- Maintain daily sales reports and follow up with prospective customers.

📌 Banking Officer (Noida)
🏢 Veerwal Getwork Services
📍 Noida