CASA sales Executive

Hiring : Branch Sales Officer – Branch Banking (CASA & KYC Focus)

We are looking for motivated and experienced professionals to join our Branch Banking team as a Branch Sales Officer in key growth markets across South and West India.

This role is ideal for candidates with a proven track record in field sales , particularly within the banking or financial services sector, and hands-on experience driving CASA (Current Account & Savings Account) acquisition and managing regulatory compliance.

Job Details

Title Branch Sales Officer – Branch Banking

Location Branches across Maharashtra

Experience 2–5 years in field sales (Banking / Insurance preferred)

• Requirements Graduation preferred;

Must own a two-wheeler and be open to travel.

️ Key Responsibilities

CASA Acquisition : Drive the acquisition of new CASA and liability accounts through effective field sales, referrals, and cold-calling efforts.

Target Achievement : Meet and exceed branch liability sales and revenue targets.

Compliance & KYC : Ensure strict adherence to KYC , AML, and all internal regulatory policies in daily operations.

Customer Relationship Management : Build and maintain strong, lasting customer relationships within the branch network.

Product Cross-Selling : Effectively cross-sell other financial products, including insurance and mutual funds.

✅ What We're Looking For

Professionals with direct experience in banking field sales .

In-depth, practical knowledge of CASA products and the entire KYC / AML process .

Strong communication, negotiation, and customer service skills.

Local candidates with relevant market knowledge are highly preferred.

Why Join Us?

Significant career growth opportunities in a leading financial institution.

Attractive, performance-based incentives .

Exposure to a diverse portfolio of financial products.

A supportive, customer-first work culture.