CASA FIELD EXECUTIVE

Job Purpose : To acquire CASA, Salary accounts and cross sell multiple banking products.

Key Accountability : The key accountability of the role is to acquire new clients around the branch

catchment area, build relationship, build Liability Book & generate revenue through cross sell of various

banking products.

Job Duties and Responsibilities :

 Acquiring new accounts (Current and Savings) from branch catchment area

 Quality sourcing of salary accounts from corporates

 Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share

of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.

 Participate in corporate induction and migration events around the catchment area

 Build strong relationship with internal teams to leverage existing relationships from SME

 Conduct low-cost micro marketing activities around catchment areas for lead generations

Core Competencies :

 Sales & Networking Skills

 Good Communication & Listening Skills

 Goal / Target oriented

 IRDA & AMFI certification is preferred. This is a must post joining.

 Excellent verbal and written communication skills

Technical Experience and Competencies :

 Banking knowledge

 Computer Skills and digital knowledge

 Good network in the market