Sales Officer / Business Development Executive (BDE)-AXIS BANK

Key Responsibilities

Customer Acquisition & Sales

Conduct daily field visits and off-site marketing activities to acquire new retail and commercial customers.

Source and open Savings Accounts (SA), Current Accounts (CA), and Salary Accounts.

Promote and sell term deposits (FD/RD), debit/credit cards, and retail forex solutions.

Cross-sell third-party financial products (life insurance, general insurance, mutual funds/AMFI) based on customer needs.

Lead Generation & CRM Operations

Generate business leads through cold calling, field visits, local networking, and customer referrals.

Maintain regular interactions with existing bank account holders to increase deposit bases and drive additional product penetration.

Log daily sales activities, customer meetings, and pipeline updates into the bank’s CRM system.

Compliance & Process Adherence

Ensure strict adherence to bank onboarding guidelines, KYC/AML compliance, and SEBI/RBI regulatory norms.

Collect and verify original identity, address, and income proof documentation from prospective clients.

Complete mandatory regulatory certifications (AMFI/EUIN, IRDAI) as required for financial product sales within timelines.

• Experience

  0 - 1 Years

• No. of Openings

  1

• Education

  Graduate

• Role

  Sales Officer

• Industry Type

  Banking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face Interview Location

  Impact HR and KM Solutions Near Canada Corner Signal Ravi Chambers Basements Below Laminate Gallery, Nashik