Job Description
Position Title : CASA - Sales Officer
Grade : Executive / Sr. Executive
Report To : Branch Head/Branch Sales Manager
Job Purpose : To acquire CASA, RTD 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 RTD (FD, RD etc.)
- Activate Accounts opened, UPI accounts, Savings balance and includes Insurance, etc.
- Participate in branch activities and migration events around the catchment area.
- Build strong relationship with internal teams to leverage existing relationships from other.
- Conduct low-cost micro marketing activities around catchment areas for lead generations
Preferred Qualification And Experience :
Graduate/post-graduate
- 1 - 2years of relevant experience
- Fresher can also apply
- Core Competencies
- Sales & Networking Skills
- Good Communication & Listening Skills
- Goal/Target oriented
- Excellent verbal and written communication skills
- Technical Experience And Competencies
- Banking knowledge
- Computer Skills and digital knowledge
- Good network in the market
(ref:updazz.com
Grade : Executive / Sr. Executive
Report To : Branch Head/Branch Sales Manager
Job Purpose : To acquire CASA, RTD 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 RTD (FD, RD etc.)
- Activate Accounts opened, UPI accounts, Savings balance and includes Insurance, etc.
- Participate in branch activities and migration events around the catchment area.
- Build strong relationship with internal teams to leverage existing relationships from other.
- Conduct low-cost micro marketing activities around catchment areas for lead generations
Preferred Qualification And Experience :
Graduate/post-graduate
- 1 - 2years of relevant experience
- Fresher can also apply
- Core Competencies
- Sales & Networking Skills
- Good Communication & Listening Skills
- Goal/Target oriented
- Excellent verbal and written communication skills
- Technical Experience And Competencies
- Banking knowledge
- Computer Skills and digital knowledge
- Good network in the market
(ref:updazz.com
💡 Quick Summary
Seeking a career-building opportunity? The Officer | CASA Sales | Bank position is now open for candidates interested in the Bank Jobs sector. This role in India 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.
