Business Development Associate

About the Role

CASA (Current Account & Savings Account) Sales Officer

Key Responsibilities

1. Customer Acquisition & Business Development

• Acquire new

  Current Account & Savings Account (CASA)

  customers through field visits, references, and cold calling.
• Identify and tap new customer segments such as salaried individuals, SMEs, traders, professionals, and corporates.
• Source and onboard highvalue customers to grow CASA balances and improve branch liability book.

2. Relationship Management

• Build and maintain strong relationships with existing CASA customers.
• Increase product penetration by crossselling products like FD/RD, insurance, debit/credit cards, mobile banking, and investment products.
• Resolve customer queries promptly to ensure high satisfaction.

3. Sales Target Achievement

• Meet monthly and quarterly CASA acquisition and balance targets.
• Drive activation of newly sourced accounts to ensure usage of digital banking, debit card, and other services.
• Track daily performance and update sales pipelines on CRM tools.

4. Compliance & Documentation

• Ensure accurate documentation and adherence to KYC/AML guidelines.
• Follow all compliance, regulatory, and internal audit requirements.
• Maintain high standards of customer data confidentiality.

Qualifications

• Graduate (any discipline).
• Freshers or candidates with sales experience (1 to 3 years) preferred.
• Experience in banking, telecom, insurance, or financial product sales is an added advantage.

Skills & Competencies

• Strong communication skills in English and local language.
• High sales orientation and ability to meet targets consistently.
• Good interpersonal skills and customerhandling ability.
• Ability to work under pressure and manage fieldbased responsibilities.
• Basic understanding of banking products and digital banking channels.

Other Requirements

• Must be comfortable with fieldwork and daily customer visits.
• Should own an Android smartphone (recommended brands: OPPO, VIVO, MI, OnePlus, Samsung, Realme | Android version 1013).
• Ability to use mobile banking apps, leadtracking systems, and CRM tools.

Interested candidate drop your CV - Santosh1.Gajare@axisbank.com

What's App - 7822829616