AddressJob Description
Position:CASA Sales Officer
As a CASA Sales Officer, you will play a pivotal role in building strong customer relationships, driving sales, and promoting our liability products and services.
Key Responsibilities
- 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.
- Bachelor's degree in any discipline
- 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.
Eligibilities:
Skills: Policies, Communication, Interpersonal, Banking, Financial Services, Investment, Sales
Experience: 0.00-2.00 Years
