CASA Sales Officer

Hiring For a Leading Bank

• Education: Any Graduation.
  

• Proven track record in sales, preferably in the banking or financial services sector.
• Strong understanding of banking products, financial markets, and investment principles.
• Excellent communication, interpersonal, and relationship-building skills.
• Ability to analyze customer needs and recommend suitable financial solutions.
• Proficiency in adhering to compliance regulations and internal policies.
• Self-motivated, target-driven, and results-oriented.
• Willingness to travel locally to meet customers and prospects.
  

• Develop and nurture long-lasting relationships with key customers of the branch, delivering unparalleled customer service and personalized financial advice.
• Provide expert guidance to customers, assisting them in making informed and sound investment decisions that align with their financial goals.
• Identify and leverage market opportunities to effectively cater to the needs of the Branch Banking segment, driving growth and profitability.
• Drive the sales of the bank's liability products, with a primary focus on Current and Savings Accounts (CASA).
• Harness market potential and penetration to increase the adoption of the bank's liability products and services.
• Employ upselling and cross-selling techniques to existing customers, enhancing their engagement and expanding their portfolio with our offerings.
• Promote and sell both bank and third-party products to new customers, effectively showcasing the value proposition of our offerings.
• Execute targeted marketing initiatives and proactively engage in local travel to connect with potential customers on a daily basis.
• Strive to achieve or surpass the defined targets for liability products and overall sales objectives.
• Stay well-informed about the bank's product portfolio, internal processes, and compliance regulations to ensure accurate information dissemination to customers.
• Play a role in facilitating the activation of Mobile Banking, Internet Banking, and ATM card usage, encouraging digital adoption among customers.
  

Skills: Customer needs analysis, Upselling, Banking Products, Interpersonal, Sales, Marketing, Communication, Financial Markets

Experience: 0.00-2.00 Years