Field sales Officer -CASA

Key Responsibilities :

• Customer Acquisition : Source new customers from open markets through cold calls, references, self-sourcing, and lead generation activities.
• CASA Account Opening : Facilitate the opening of Current and Savings Accounts by guiding customers through the onboarding process, ensuring all documentation and KYC requirements are met.
• Sales Target Achievement : Consistently achieve and exceed monthly sales and productivity targets set by the bank.
• Field Sales : Conduct on-ground sales activities in assigned territory, including visiting markets, residential areas, corporate parks, and participating in canopy activities or promotional events.
• Customer Relationship Management : Build and maintain strong relationships with new and existing customers to encourage repeat business, referrals, and long-term banking relationships.
• Cross-Selling : Promote and sell additional financial products such as insurance, loans, debit / credit cards, and digital banking solutions to deepen customer engagement.
• Reporting and Documentation : Maintain accurate records of daily sales activities, leads generated, calls made, accounts opened, and customer interactions. Update CRM systems and submit reports to the reporting manager regularly.
• Compliance : Ensure strict adherence to all regulatory and internal compliance guidelines during the account opening and sales process.
• Market Intelligence : Keep abreast of competitor offerings, customer preferences, and market dynamics to provide feedback and suggest improvements in products or sales strategy.

Candidate Requirements :

Skills Required

CASA Sales, Field Sales, Direct Sales, Customer Acquisition, Lead Generation