CASA Sales Officer

Contact Number-9015247528

A CASA Sales Officer is a banking role focused on acquiring new customers for a bank's Current Account and Savings Account (CASA) products, often through field sales and relationship management. Key responsibilities include identifying prospects, promoting banking services, building client relationships, and meeting sales targets by selling both standard and high-value accounts. This role requires strong sales, communication, and relationship-building skills, as well as knowledge of various banking products like insurance, loans, and investment services. 

Key Responsibilities

• Customer Acquisition:
• Field sales activities to attract new customers for current and savings accounts. 
• Account Activation:
• Ensuring newly opened accounts are activated and encouraging the use of other banking products. 
• Relationship Management:
• Building and maintaining strong relationships with existing and new clients to increase retention and product adoption. 
• Cross-selling:
• Promoting other banking products such as insurance, mutual funds, and loans to existing customers. 
• Target Achievement:
• Consistently meeting or exceeding monthly sales targets for new accounts and liabilities. 
• Market Outreach:
• Conducting micro-marketing activities in the bank's catchment area to generate leads and awareness. 
• Corporate Sourcing:
• Acquiring salary accounts from corporate clients. 

Key Skills

• Sales and Negotiation: Proven ability to acquire new customers and meet sales targets. 
• Communication: Effectively explaining products and services and building rapport with clients. 
• Customer Relationship Management: Developing and maintaining strong client relationships. 
• Product Knowledge: In-depth knowledge of banking products, including current accounts, savings accounts, and other banking services. 
• Field Sales: Comfort and ability to conduct sales activities in the field and around the branch's catchment area. 
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phone 9015247528

A CASA Sales Officer is a banking role focused on acquiring new customers for a bank's Current Account and Savings Account (CASA) products, often through field sales and relationship management. Key responsibilities include identifying prospects, promoting banking services, building client relationships, and meeting sales targets by selling both standard and high-value accounts. This role requires strong sales, communication, and relationship-building skills, as well as knowledge of various banking products like insurance, loans, and investment services. 

Key Responsibilities

• Customer Acquisition:
• Field sales activities to attract new customers for current and savings accounts. 
• Account Activation:
• Ensuring newly opened accounts are activated and encouraging the use of other banking products. 
• Relationship Management:
• Building and maintaining strong relationships with existing and new clients to increase retention and product adoption. 
• Cross-selling:
• Promoting other banking products such as insurance, mutual funds, and loans to existing customers. 
• Target Achievement:
• Consistently meeting or exceeding monthly sales targets for new accounts and liabilities. 
• Market Outreach:
• Conducting micro-marketing activities in the bank's catchment area to generate leads and awareness. 
• Corporate Sourcing:
• Acquiring salary accounts from corporate clients. 

Key Skills

• Sales and Negotiation: Proven ability to acquire new customers and meet sales targets. 
• Communication: Effectively explaining products and services and building rapport with clients. 
• Customer Relationship Management: Developing and maintaining strong client relationships. 
• Product Knowledge: In-depth knowledge of banking products, including current accounts, savings accounts, and other banking services. 
• Field Sales: Comfort and ability to conduct sales activities in the field and around the branch's catchment area. 

CASA SALES OFFICER - TCS iONThe key accountability of the Sales Officer is to acquire new clients around the branch catchment area, build relationship, build