CASA Sales Officer

A CASA Sales Officer is an entry-level bank or financial institution position responsible for acquiring new customers and selling Current Account and Savings Account (CASA) products, as well as other banking and third-party financial products like insurance. Key duties include acquiring new accounts, meeting daily and monthly sales targets, conducting field sales activities, nurturing customer relationships, and cross-selling. This role provides an entry point into a banking career, especially for graduates comfortable with field work and sales targets. 

Key Responsibilities

• Customer Acquisition: Identify, approach, and acquire new customers for CASA products, including individuals and corporate salary accounts.
• Sales Targets: Achieve daily and monthly sales targets for opening accounts and selling other banking products.
• Cross-Selling: Promote and sell other financial products, such as insurance, Mutual Funds (MF), Systematic Investment Plans (SIP), and fixed deposits, to new and existing clients.
• Customer Relationship Management: Build and maintain strong relationships with existing customers to encourage retention and further business.
• Field Sales: Conduct field sales activities and local travel to meet potential and existing customers.
• Account Activation: Ensure newly opened accounts are activated by completing processes like UPI linkage and verifying the initial balance. 

Who Should Apply

• Graduates: This is a common entry-level role for graduates.
• Sales-Oriented Individuals: Candidates with a strong orientation towards achieving sales targets and comfort with field work are well-suited.
• Communicators: Good communication skills are essential for client interaction. 

Why the Role Matters

• Core Banking Product: CASA accounts are the foundational raw material for banks, providing low-cost funds.
• Profitability: The role directly impacts a branch's profitability and overall success.
• Career Opportunity: It serves as a common entry point into a career in banking, with programs like the Axis Bank's Axis Sales Academy offering specialized training for graduates. 

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