Key Responsibilities:
Customer Acquisition:
Identify and acquire new customers for Current and Savings Accounts (CASA) through direct field sales.
Visit potential customers at their premises, explain product features, and offer customized solutions.
Sales Targets:
Achieve monthly and quarterly sales targets for CASA accounts.
Generate leads through field activities, referrals, and business networking.
Customer Relationship Management:
Build and maintain strong relationships with new and existing customers.
Provide after-sales service and ensure customer satisfaction.
Market Intelligence:
Keep abreast of market trends and competitor activities to provide insights for product improvement.
Identify potential market segments for CASA accounts.
Documentation and Compliance:
Ensure accurate and timely documentation for account opening as per regulatory and company guidelines.
Adhere to KYC (Know Your Customer) norms and compliance standards.