T

CASA Sales Officer

TalentAhead India

Mumbai, Maharashtra, India · Full Time

Be the first to apply

Experience
Any
Salary
INR 25,000 – INR 48,000 / month
Openings
1
Posted
3 گھنٹے قبل
Work mode
In office
Resume
Required to apply

Where you'll work

Job description

Job Overview and Responsibilities

This role involves acquiring new customers for Current Account (CA) and Savings Account (SA) products through active fieldwork and market engagement. The candidate will cultivate leads from various sources including direct field visits, referrals, and local marketing initiatives to achieve monthly CASA acquisition goals.

Key Duties

  • Engage in lead generation via field visits, customer referrals, and local promotional activities.
  • Meet and exceed monthly targets for acquiring CASA customers.
  • Develop and sustain robust relationships with existing and prospective clients.
  • Detail banking products and services to potential customers effectively.
  • Identify opportunities to cross-sell additional financial products such as fixed deposits, insurance policies, credit cards, personal loans, and other services.
  • Ensure thorough and accurate completion of all KYC and account opening paperwork.
  • Liaise with branch personnel to facilitate seamless onboarding of new customers.
  • Maintain comprehensive daily sales and activity reports.
  • Deliver high-quality customer service before account setup and throughout post-onboarding interactions.

Leave it if you'd like a reply — we won't use it for anything else.

Click to browse, drag & drop, or paste a screenshot

PNG, JPG, GIF, MP4, WebM, MOV · Max 20MB each · Up to 5 files

🤖
Online · instant AI help