Casa Sales Officer Red Team
Red Team
Office Location
Full Time
Experience: 1 - 1 years required
Pay: INR 200000 - INR 400000 /year
Type: Full Time
Location: Mumbai City
Skills: casa, Field Sales, Sales
About Red Team
Job Description
A leading Bank is looking for CASA sales Field officers for Mumbai Location.
Job Summary:
The CASA Sales Officer is responsible for sourcing new customers and selling current and savings accounts. The role involves generating leads, converting prospects, and building long-term relationships with customers to achieve branch targets and ensure customer satisfaction.
Key Responsibilities:
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Acquire new CASA (Current and Savings Account) customers through field sales, cold calls, and lead follow-up.
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Generate leads through various activities like market visits, reference sourcing, and networking.
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Explain product features and benefits to potential customers and guide them through the account opening process.
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Meet or exceed monthly and quarterly CASA sales targets.
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Ensure proper documentation and compliance with KYC (Know Your Customer), AML (Anti-Money Laundering), and regulatory norms.
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Maintain relationships with customers for cross-selling other financial products (e.g., FD, RD, insurance, loans).
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Provide excellent customer service and resolve any account-related queries or issues.
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Update sales and activity reports to the team leader/branch manager on a regular basis.