CASA Sales Officer

☞ TMI Network

看过: 106

更新日: 06-05-2024

位置: Jamshedpur Jharkhand

类别: 营业额

行业: Staffing Recruiting

水平: Entry level

工作类型: Full-time

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工作内容

Job Description

Position: CASA Sales Officer

As a CASA Sales Officer, you will play a pivotal role in building strong customer relationships, driving sales, and promoting our liability products and services.

Key Responsibilities
  • Develop and nurture long-lasting relationships with key customers of the branch, delivering unparalleled customer service and personalized financial advice.
  • Provide expert guidance to customers, assisting them in making informed and sound investment decisions that align with their financial goals.
  • Identify and leverage market opportunities to effectively cater to the needs of the Branch Banking segment, driving growth and profitability.
  • Drive the sales of the bank’s liability products, with a primary focus on Current and Savings Accounts (CASA).
  • Harness market potential and penetration to increase the adoption of the bank’s liability products and services.
  • Employ upselling and cross-selling techniques to existing customers, enhancing their engagement and expanding their portfolio with our offerings.
  • Promote and sell both bank and third-party products to new customers, effectively showcasing the value proposition of our offerings.
  • Execute targeted marketing initiatives and proactively engage in local travel to connect with potential customers on a daily basis.
  • Strive to achieve or surpass the defined targets for liability products and overall sales objectives.
  • Stay well-informed about the bank’s product portfolio, internal processes, and compliance regulations to ensure accurate information dissemination to customers.
  • Play a role in facilitating the activation of Mobile Banking, Internet Banking, and ATM card usage, encouraging digital adoption among customers.
Qualifications And Skills
  • Bachelor’s degree in any discipline
  • Proven track record in sales, preferably in the banking or financial services sector.
  • Strong understanding of banking products, financial markets, and investment principles.
  • Excellent communication, interpersonal, and relationship-building skills.
  • Ability to analyze customer needs and recommend suitable financial solutions.
  • Proficiency in adhering to compliance regulations and internal policies.
  • Self-motivated, target-driven, and results-oriented.
  • Willingness to travel locally to meet customers and prospects.
Responsibilities

Eligibilities:
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最后期限: 20-06-2024

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