Current Account Sales Officer

Role & responsibilities

• New Account Acquisition

  : The primary responsibility is acquiring new current and savings accounts from the branch's local catchment area or through corporate tie-ups. This often involves field visits, cold calling, and conducting micro-marketing activities to generate leads.

• Customer Relationship Management

  : Building and maintaining strong, long-term relationships with new and existing clients to ensure satisfaction and loyalty.

• Achieving Sales Targets

  : Meeting or exceeding assigned daily/monthly/quarterly sales targets for the number and value of CASA accounts opened.

• Cross-selling Products

  : Identifying opportunities to sell other banking products based on customer needs, such as fixed/recurring deposits (RD/FD), insurance (life/general), mutual funds, mortgages, or credit cards.

• Account Activation and Maintenance

  : Ensuring new accounts are activated with initial funding and digital banking channels (e.g., UPI, mobile banking, net banking) are set up and used by the customer.

• Query Resolution

  : Acting as the initial point of contact for customer queries or issues and coordinating with internal branch teams to ensure prompt resolution.