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Urgent Opening for Sales Officer CASA

1.00 to 6.00 Years   Chandigarh,Jalandhar, Dharamshala, Kangra, Mandi, Shimla, Solan   24 Mar, 2025
Job LocationChandigarh,Jalandhar, Dharamshala, Kangra, Mandi, Shimla, Solan
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    We have Urgent Opening for Sales Officer CASARole & responsibilities
    • To identify and acquire new CASA customers in the identified segment and reference generation from the specified catchment
    • To identify and acquire new product/ program eligible CASA in the identified segment and reference generation from the specified catchment
    • To drive activation and income generation from Trade and Forex line of business in tandem with Subject Matter Experts
    • To achieve daily/ weekly/ monthly customer acquisition target
    • To support in building incremental CASA values in self-sourced base
    • To ensure initial customer handholding & M3 activation (Right advice to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions)
    • To ensure digital onboarding and activation on the banks key digital platforms (CNB, Smart Trade, IRIS, Yes Connect etc.)
    • To attract new-to-bank qualified customers in consistence with the Banks business strategy
    • To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking
    • To ensure required level of service for in-coming customers, to consult customers on credit and banking products.
    interested candidates can send updated resume on hidden_email

Keyskills :
casasavingsalescurrentofficeraccount

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