Executive - CASA Sales - Bank (1-5 yrs)

1yrs Banking Experience in CASA Sales, He/ She should be working in Banking industry

Key Responsibilities:

Customer Acquisition:

- Identify and target potential new CASA customers through market research, lead generation activities, and networking.

- Conduct sales presentations and demonstrations to explain CASA benefits and features.

- Open new current and savings accounts for customers, adhering to KYC regulations.

- Source salary accounts from corporates to increase CASA base.

Relationship Building:

- Maintain regular communication with existing CASA customers to understand their needs and proactively cross-sell other banking products like credit cards, mutual funds, or insurance.

- Actively engage with customers to encourage higher account balances and regular transactions.

- Resolve customer queries and complaints promptly to maintain positive relationships.

Sales Performance Management:

- Achieve assigned sales targets for new CASA account openings and cross-selling activities.

- Monitor sales performance metrics like conversion rates, average account balance, and customer retention.

- Participate in sales campaigns and promotional initiatives to boost CASA acquisition.

Marketing and Outreach:

- Conduct targeted marketing activities within the assigned territory to generate leads.

- Participate in branch events, community outreach programs, and corporate tie-ups to promote CASA products.

- Utilize digital marketing channels to engage potential customers.

Required Skills:

- Excellent communication and interpersonal skills to build rapport with customers

- Strong sales acumen with proven ability to close deals and achieve targets

- In-depth knowledge of banking products and services, particularly CASA accounts

- Understanding of KYC and compliance regulations

- Ability to work independently and as part of a team