sales officer

• Acquire CASA and liability accounts through cold calling, market references, cross-selling, and referrals.
• Drive sales of third-party products such as life insurance, health insurance, and mutual fund SIPs.
• Implement branch-level sales and marketing activities to grow the liabilities portfolio.
• Achieve assigned sales targets for account acquisition, balances, and revenue as per scorecard.
• Develop new customer relationships while leveraging existing customer base for business growth.
• Acquire new customers through multiple channels including branch walk-ins, local campaigns, referrals, and industry associations.
• Ensure timely account opening and provide a smooth onboarding experience for new-to-bank customers.
• Maintain accurate records of customer interactions and sales activities.

Job Requirements:

• Experience in banking sales with focus on CASA and liabilities acquisition.
• Knowledge of third-party financial products including mutual funds and insurance.
• Strong understanding of branch banking operations and customer onboarding processes.
• Target-driven approach with ability to work in a competitive sales environment.
• Ability to generate business through multiple acquisition channels.