CASA Bank Sales Officer

☞ Response Informatics

View: 106

Update day: 06-05-2024

Location: Hubli Karnataka

Category: Sales Marketing / PR

Industry: Banking Financial Services Executive Offices

Position: Entry level

Job type: Full-time

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Job content

Position Title: CASA Sales

Business Unit: Consumer Banking Group

Report To: Branch Head/Area Sales Manager

Job Purpose: To acquire CASA, and cross sell multiple banking products.

Key Accountability: The key accountability is to acquire new clients around the branch catchment

area, build relationship, build Liability Book & generate revenue through cross sell of various banking

products.

Job Duties and Responsibilities:

 Acquiring new accounts (Current and Savings) from branch catchment area

 Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share

of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.

 Participate in corporate induction and migration events around the catchment area

 Build strong relationship with internal teams to leverage existing relationships from SME

 Conduct low-cost micro marketing activities around catchment areas for lead generations

Preferred Qualification and Experience:

 Graduate/post-graduate

 1 - 2years of relevant experience

Core Competencies:

 Sales & Networking Skills

 Good Communication & Listening Skills

 Goal / Target oriented

 Excellent verbal and written communication skills

Technical Experience and Competencies:

 Banking knowledge

 Computer Skills and digital knowledge

 Good network in the market

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Deadline: 20-06-2024

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