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CASA Sales Officer - (220000AX)

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

Primary Location

: India-Delhi-New Delhi

Job

: Product Sales

Job Posting

: Jul 5, 2022, 7:27:02 AM

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Confirmed 5 hours ago. Posted 30+ days ago.

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