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