casa sales officer
casa sales officer1
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About the Job
Skills
- JOB DESCRIPTION-
Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products.
Key Accountability: The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products.
Job Duties and Responsibilities:
· Acquiring new accounts (Current and Savings) from branch catchment area
· Quality sourcing of salary accounts from corporates
· Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.
· Participate in corporate induction and migration events around the catchment area
· Build strong relationship with internal teams to leverage existing relationships from SME
· Conduct low-cost micro marketing activities around catchment areas for lead generations
Core Competencies:
· Sales & Networking Skills
· Good Communication & Listening Skills
· Goal / Target oriented
· IRDA & AMFI certification is preferred. This is a must post joining.
· Excellent verbal and written communication skills
Technical Experience and Competencies:
· Banking knowledge
· Computer Skills and digital knowledge
· Good network in the market
About the company
Company Size
1001-5000 Employees
Headquarter
Chennai