Job Description
Role Definition / Expectation:
CASA SALES EXECUTIVE
Officer Sales I - Fresher- 1 yr ( Min. 21 yr - 28 yr )
Officer Sales II- 1-2 yrs (Sales experience in any industry )
AM Sales : 2 yrs + Exp. in CASA/ BFSI / banking sector
• It is preferred that the candidate has banking exposure/ experience
Note: Mention Monika Sharma HR on top of your CV
Qualifications:
• Graduation from a recognized institute
About the Role:
• Business Development Executives are a part of the Bank's front line sales team.
• Their primary responsibility is sales of banks products to new customers for the bank.
• They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity.
• They are responsible for selling banking and third party products to customers based on their needs.
• They are responsible for handling customer queries.
• Business Development Executives are required to achieve targets assigned by the bank within initial 6 months for confirmation of their service
Key Responsibilities:
• Selling of banks and third party products to new customers.
• Conducting marketing activities and travel locally to meet new customers as a daily activity.
• Contacting existing customers for more deposits and cross selling of more products.
• Achieve sales targets as assigned by the organization on a daily and monthly basis.
• Complete all mandatory certifications required for the role (AMFI, EUIN etc.).
• Complete all learning activities conducted by the bank from time to time.
• Daily entry of interaction with customers in banks CRM system.
• Follow all compliance guidelines (regulatory & legislative) for each activity.
• Participate and follow all initiatives that are undertaken by the bank from time to time
Qualifications:
• Graduation from a recognized institute
#ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply'
Expectations :
It is preferred that the candidate has a 2 wheeler and Driving License
💡 Quick Summary
Seeking a career-building opportunity? The Mega Diversity Drive | CASA Sales Executive position is now open for candidates interested in the Bank Jobs sector. This role in Lucknow offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
