CASA Sales Officer

Job Description

Position Title: CASA – Sales Officer

Business Unit: Consumer Banking Group – NDS

Grade: Assistant Officer

Report To: Branch Head/Area Sales Manager

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

Key Accountability: The key accountability of the Sales Officer 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
• Quality sourcing of salary accounts from corporates
• 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
• IRDA & AMFI certification is preferred. This is a must post joining
• Excellent verbal and written communication skills

Technical Experience And Competencies
• Banking knowledge
• Computer Skills and digital knowledge
• Good network in the market