CASA Officer

Axis Bank Pvt Ltd

0 - 1 years

0 Lacs

Bengaluru/Bangalore

Posted:2 weeks ago| Platform: Apna logo

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Skills Required

marketing management compliance learning certifications crm

Work Mode

Remote

Job Type

Full Time

Job Description

Selling: Selling bank products (e.g., CASA accounts, deposits, credit cards) and third-party products (e.g., insurance, mutual funds). Marketing: Conducting marketing activities and local travel to meet new customers. Customer Relationship Management: Contacting existing customers for cross-selling and up-selling, and maintaining regular contact for customer satisfaction. Sales Targets: Achieving daily and monthly sales targets as assigned by the organization. Compliance: Following all compliance guidelines, including regulatory and legislative requirements. Learning: Completing mandatory certifications (e.g., AMFI, EUIN) and learning activities. Record Keeping: Maintaining accurate records of sales and customer interactions in the bank's CRM system.

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