Field sales Officer

Key Responsibilities

• Acquire new Current and Savings Accounts (CASA) from the branch's catchment area through field visits and referrals
• Source high-value Recurring Deposit (RD) and Fixed Deposit (FD) accounts from existing and new customers
• Drive activation of newly opened accounts, ensuring early usage of UPI, debit cards, and mobile banking features
• Cross-sell insurance, credit cards, and other third-party financial products
• Participate actively in branch-level events, migration activities, and micro-marketing campaigns to increase visibility and leads
• Maintain high levels of customer satisfaction through effective communication and timely service

Requirements

Preferred Attributes

Skills Required

CASA Sales, Account Opening, Banking Sales, Insurance Sales