Sales Officer/ BDM/ Relationship Officer - CASA Acquisition

AV Global Advisory Services

1 - 6 years

2 - 6 Lacs

madurai chennai coimbatore

Posted:-1 days ago| Platform:

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Skills Required

sales direct sales insurance business development casa sales current account field sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role:

Experience:

(candidates from the BFSI sector or those willing to work in CASA acquisition can apply).

Key Responsibilities:

Customer Acquisition:
Source and onboard new individual, corporate, and small business clients for CASA products.
Corporate Outreach:
Generate new salary accounts through company tie-ups and participation in corporate events.
Account Activation:
Ensure timely activation of accounts with essential services like UPI, mobile banking, and minimum balance compliance.
Cross-Selling & Upselling:
Promote additional banking products such as credit cards, loans, insurance, and investments.
Relationship Management:
Build and maintain strong relationships with existing customers to enhance satisfaction and retention.
Field Sales:
Conduct field visits, cold calls, and micro-marketing activities within the assigned branch territory to drive lead generation.
Portfolio Management:
Manage and grow the CASA portfolio, focusing on balance growth and engagement.
Compliance:
Adhere to KYC, AML, and all other regulatory and bank compliance requirements.
Team Collaboration:
Work closely with internal teams and branch staff to resolve customer queries and support business targets.

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