Industry: Banking / Financial Services
Products: CASA (Current Account, Savings Account), Fixed Deposits (FD), Cross-sell (Cards, Loans, Insurance)
Key Responsibilities:
Acquire new customers for CASA accounts (Savings & Current Accounts) throughCompa y Leads, field sales and referrals
Promote and mobilize Fixed Deposits (FDs) from individuals and businesses
Generate leads through cold calling, networking, and local market activities
Cross-sell banking products:
Debit/Credit Cards
Personal / Business Loans
Insurance (Life & General)
Maintain and build strong customer relationships for repeat business
Achieve monthly sales targets (CASA, FD, cross-sell products)
Conduct KYC documentation and compliance processes
Coordinate with branch operations for smooth account opening and service delivery
Stay updated on bank products, schemes, and competition