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Job Description
We are seeking a motivated and results-driven Casa Sales Officer to join our team in Punjab. The ideal candidate will be responsible for promoting and selling our CASA (Current Account and Savings Account) products to potential customers. This role requires a strong understanding of retail banking and the ability to manage customer relationships effectively. As a Casa Sales Officer, you will play a crucial role in driving sales and achieving branch targets.
Key Responsibilities:
- Identify and target potential customers for CASA products, including savings and current accounts.
- Develop and maintain strong relationships with clients to understand their banking needs and provide tailored solutions.
- Promote additional banking products such as mutual funds and portfolio management services to enhance customer satisfaction and increase sales.
- Collaborate with branch banking teams to ensure seamless service delivery and customer experience.
- Monitor market trends and competitor activities to identify opportunities for growth.
- Achieve individual and branch sales targets while adhering to compliance and regulatory requirements.
Required Skills:
- Strong sales and negotiation skills with a proven track record in retail banking.
- Knowledge of CASA products and services, including savings accounts, current accounts, and related financial products.
- Excellent communication and interpersonal skills to build rapport with clients.
- Ability to work independently and as part of a team in a fast-paced environment.
- Familiarity with portfolio management and mutual funds is a plus.
If you are passionate about sales and have a strong background in banking, we encourage you to apply for this exciting opportunity to contribute to our branch's success.
Skills
SalesRetail BankingPortfolio ManagementMutual FundsCasaSaving AccountBranch BankingLiabilitiesCurrent AccountIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
Evyavan Premier is an executive search firm specializing in Leadership hiring across all levels and diverse functional areas for Global and Indian companies. Evyavan Premier is rated 4.4 out of 5, based on 8 reviews by employees on AmbitionBox. Evyavan Premier is known for Work Satisfaction which is rated at the top.
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