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Banking Officer - CASA Sales

Banking Officer - CASA Sales

ConfidentialGurgaon / Gurugram
30+ days ago
Job description

We are seeking a motivated and results-driven Banking Officer - CASA Sales to join our team in India. The ideal candidate will have a strong background in sales within the banking sector and a passion for delivering exceptional customer service. This role involves acquiring new customers for CASA products, maintaining relationships with existing clients, and achieving sales targets.

Responsibilities

  • Acquire new customers for CASA (Current Account and Savings Account) products through direct selling.
  • Maintain and deepen relationships with existing customers to enhance customer satisfaction and retention.
  • Conduct market research and competitor analysis to identify opportunities for growth in CASA sales.
  • Achieve monthly sales targets and contribute to the overall profitability of the branch.
  • Provide excellent customer service by addressing customer inquiries and resolving issues promptly.
  • Prepare and present sales reports to management, highlighting trends and areas for improvement.
  • Collaborate with other departments to streamline processes and improve customer experience.

Skills and Qualifications

  • Bachelor's degree in Finance, Business Administration, or a related field.
  • 2-7 years of experience in sales, preferably in the banking or financial services sector.
  • Strong understanding of banking products, particularly CASA offerings.
  • Excellent communication and interpersonal skills to build relationships with clients.
  • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM software.
  • Ability to work independently and as part of a team to achieve sales objectives.
  • Strong analytical and problem-solving skills to identify customer needs and tailor solutions.
  • Skills Required

    Sales Strategy, Credit Analysis, Customer Relationship, Market Research, Regulatory Compliance, Financial Reporting

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    Sales Officer • Gurgaon / Gurugram

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