Role: Field Sales Executive CASA
Industry Type: Banking
Department: Sales & Business Development
Employment Type: Full Time, Permanent
Role Category: BD / Pre Sales
UG: Any Graduate
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.