01Key Responsibilities
Customer Acquisition:
Identify and source potential customers for CASA products through cold calling, field visits, references, and digital channels.
Conduct market mapping to understand competitor offerings and customer segments.
Sales & Revenue Generation:
Achieve monthly and quarterly CASA acquisition targets.
Cross-sell relevant bank products such as FD, RD, Debit/Credit Cards, Insurance, etc., to increase wallet share.
Relationship Management:
Build and maintain strong relationships with acquired clients to generate repeat business and referrals.
Ensure excellent customer service to enhance customer retention.
Documentation & Compliance:
Ensure timely and accurate documentation for all CASA accounts opened.
Adhere to all bank compliance, KYC norms, and regulatory guidelines.
Market Intelligence:
Gather insights on competitor products, pricing, and customer trends.
Share feedback with the product and marketing teams for improvements.
Key Skills & Competencies:
Strong communication and interpersonal skills
Customer-centric approach
Goal-oriented with good negotiation skills
Field sales experience preferred
Knowledge of banking products and services .
