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28/11 Nidhi Patel
Team leader at Tekpillar Services Pvt.Ltd

Views:12 Applications:1 Rec. Actions:Recruiter Actions:0

Executive - CASA Sales - BFSI (0-2 yrs)

Ahmedabad/Gujarat/Anand/Nadiad Job Code: 245537

- The key accountability of the Sales Officer is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products.

Key Activities : 


- Responsible for generation of revenues through sale of CASA and Other Products like Insurance, Mutual Funds, Online Trading, Demat Accounts etc.

- Go along with the team members on calls while meeting some important customers.

- Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of - our banking products includes Insurance, Mortgages, UL, SIP, MF etc. & manage the portfolio.

- Meet the business targets

- Identify sales opportunities

Required Candidate profile :

- Graduation (MBA preferred)

- 0 - 2 Years experience

- AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage

- work experience in Banking & Financial Services Organizations And Other Sales.

Contact on : 

9909559351 

Urvashi. 

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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