Field Sales Executive CASA

Job description

About Liability Sales • The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. • The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role • Officer Sales are a part of the Bank's front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. • Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. • They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling. Key Responsibilities • Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. • Manage business relations with existing customers to increase the depth of existing relationships. • Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) • Record and track all engagement activities through the CRM system. • Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: • Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) • Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: For successful execution of the job, the candidate should possess the following: • Good communication (both verbal and written) skill in both English and the local language. • Excellent lead generation and conversion skill • Ability to handle pressure and meet deadlines. • Ability to work successfully as a part of a team. • High sales orientation to meet the sales targets consistently. • Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.