SESeven Consultancy
sales Officer
Haldwani ₹4-7 LPA Posted 18 Dec 2025
FULL TIME
Account Management
Customer Acquisition
Sales Planning
CASA Sales
Cold Calling
Job Description
- Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs)
- Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets.
- Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base.
- Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving over all numbers and value targets as per scorecard.
- Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers