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casa sales officer

Bangalore
Full-Time
Junior: 1 to 3 years
2 - 3 (Per Year)
Posted on Feb 21 2023

Not Accepting Applications

About the Job

Skills

banking
sales
field sales

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

Response Informatics is a globally established end-to-end technology and enterprise-level management consulting company. We have our corporate offices in New Jersey, USA, and Hyderabad, India. Incorporated in 1996, we have been sailing the ship with a single goal, the global adaption of the best technological and result driven practices for business growth. With a humble start with manageme ...Show More

Company Size

1001-5000 Employees

Headquarter

Chennai