CASA Sales officer/ Asst Manager

Key Responsibilities:

• Customer Acquisition:
• Identify and acquire new customers through field visits, referrals, and cold calling.
• Promote and open Current Accounts and Savings Accounts as per customer profiles and business requirements.
• Explain bank's product features, benefits, and eligibility criteria clearly to prospective customers.
• Sales Target Achievement:
• Consistently achieve and exceed assigned monthly and quarterly CASA sales targets.
• Generate leads through direct sourcing and third-party channels, and convert them into active customers.
• Customer Engagement:
• Conduct on-field sales activities including door-to-door campaigns, kiosk activities, and promotional events.
• Maintain high levels of customer service and engagement to build long-term relationships.
• Documentation & Compliance:
• Collect and verify all required KYC documents and ensure adherence to regulatory and bank policies.
• Ensure timely submission and accurate completion of all onboarding paperwork.

Eligibility Criteria:

• Education: Any Graduate (mandatory)
• Experience: Minimum 1 to 3 years in field sales, preferably in BFSI (Banking, Financial Services, Insurance)
• Gender: Open to all
• Age Limit: 21 – 30 years
• Location: Chennai (Multiple Branches – will be shared during interview)

Mandatory Requirements:

• Should own a Two-wheeler with a Valid Driving License
• Must possess a smartphone with internet connectivity for field activity tracking