28/11
Nidhi Patel
Team leader at Tekpillar Services Pvt.Ltd
Team leader at Tekpillar Services Pvt.Ltd
Views:12 Applications:1 Rec. Actions:Recruiter Actions:0
Executive - CASA Sales - BFSI (0-2 yrs)
- 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.
Key Activities :
- Responsible for generation of revenues through sale of CASA and Other Products like Insurance, Mutual Funds, Online Trading, Demat Accounts etc.
- Go along with the team members on calls while meeting some important customers.
- 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.
- Meet the business targets
- Identify sales opportunities
Required Candidate profile :
- Graduation (MBA preferred)
- 0 - 2 Years experience
- AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage
- work experience in Banking & Financial Services Organizations And Other Sales.
Contact on :
9909559351
Urvashi.
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