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07/10 Hetal
Recruiter at TekPillar

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Officer - Sales - Banking (2-4 yrs)

Surat/Gujarat/ankleshwar,bharuch,vapi Job Code: 347276

Job Overview :

The CASA Acquisition Officer will be responsible for expanding the bank's market share by acquiring new Current and Savings Account (CASA) customers. The position is target-driven, requiring proactive sales efforts and close interaction with potential customers to build long-term relationships.

Key Responsibilities :

- Identify potential markets and customers for CASA product acquisition.

- Conduct door-to-door sales, cold calls, and presentations to introduce the bank's Current Account and Savings Account products.

- Meet daily, weekly, and monthly sales targets as assigned by the Regional Sales Manager.

- Explain product benefits and banking services to prospective clients, ensuring a clear understanding of offerings.

- Facilitate the completion of customer documentation in line with bank policies and regulatory requirements (KYC, AML).

- Ensure timely follow-up with clients to resolve queries, offer product enhancements, and foster long-term banking relationships.

- Actively seek out cross-selling opportunities for other financial products like insurance, loans, credit cards, and digital banking services.

- Collaborate with branch staff and the operations team to ensure smooth customer onboarding and excellent service delivery.

- Report regularly on sales performance, customer feedback, and market insights to sales leadership.

Qualifications :

- Bachelor's degree in any field.

- 0-3 years of experience in sales (BFSI sector experience is preferred but not mandatory).

- Must be a local resident of [location], with knowledge of local market dynamics.

- Must own a bike or two-wheeler.

- Age : 21-27 years.

For more info, Call :: 9650100395.

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