CASA Sales Officer

Sprs Solutions Private Limited

0 - 1 years

1 - 8 Lacs

ambala

Posted:4 days ago| Platform: Apna logo

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Skills Required

portfolio prospecting sourcing management portfolios networks marketing

Work Mode

On-site

Job Type

Full Time

Job Description

Mob:9015247528 A CASA Sales Officer is a banking role focused on acquiring and managing new customers for Current Accounts and Savings Accounts (CASA). Their responsibilities include field sales, promoting banking products to individuals and corporates, activating new accounts, and cross-selling other financial products like insurance and mutual funds to grow their customer portfolio and meet sales targets. Key Responsibilities Customer Acquisition: Prospecting and acquiring new customers for current and savings accounts within the bank's catchment area. Corporate Sales: Sourcing and converting corporate salary accounts. Product Activation: Ensuring new accounts are activated and basic banking services like UPI linkage are set up. Portfolio Management: Managing existing customer portfolios to increase wallet share and cross-sell additional banking products such as insurance, mortgages, and investment services. Relationship Building: Developing strong relationships with existing and potential clients, as well as internal teams, to leverage existing networks. Marketing Activities: Conducting micro-marketing activities and participating in corporate induction events to generate leads and promote services. Role in the Industry Entry-Level Position: The CASA Sales Officer role is a common entry point into private banking careers in India. Field-Oriented: The job often involves significant field sales activities, interacting directly with potential customers. Target-Driven: Performance is typically measured against sales targets for account acquisition and product penetration.

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CASA Sales Officer