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Acquiring new sales leads
lead generation
account opening
CASA (Current Account and Savings Account) Sales Officer is a key role within a bank's retail sales force, responsible for acquiring new clients and managing relationships to increase the bank's deposit base.
Core responsibilities
Acquiring new clients: Identifying and targeting potential customers, including individuals and businesses, to promote and sell current and savings accounts.
Achieving sales targets: Meeting and exceeding monthly, quarterly, and annual sales goals for CASA products.
Building customer relationships: Developing and maintaining strong relationships with clients, understanding their banking needs, and providing suitable solutions.
Cross-selling banking products: Leveraging the acquired accounts to cross-sell other banking products and services like insurance, mortgages, and investment products to enhance the customer's value to the bank.
Market research and lead generation: Identifying potential clients through various channels, conducting micro-marketing activities, and building a pipeline of prospects.
Ensuring customer satisfaction: Providing excellent customer service, addressing inquiries and issues promptly, and ensuring a positive customer experience.
Compliance and documentation: Adhering to KYC norms, completing account opening formalities, and ensuring compliance with all banking regulations and policies.
Reporting and updates: Preparing regular reports and updates on sales activities, customer feedback, and market trends.