Senior Sales Executive Casa Sales West Bengal (India)

Role & responsibilities CASA Acquisition: Identify potential customers, conduct cold calls, and organize field campaigns to open recent high-value Savings and Current Accounts. TPP Cross-Selling: Analyze customer needs and pitch appropriate Third-Party Products (Insurance, Mutual Funds, Wealth products) to increase the wallet share per customer. Lead Generation & Mapping: Actively map the assigned local territory, catchments, and commercial hubs to build a solid pipeline of prospective clients. Relationship Management: Maintain excellent relationships with newly acquired customers to ensure account activation, funding, and retention. Compliance & Documentation: Ensure strict adherence to bank/company policies, KYC norms, and regulatory guidelines during the onboarding process.