CASA FIELD EXECUTIVE

1 week ago


Delhi, India Response Informatics Full time
- JOB DESCRIPTION-
Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products.
Key Accountability: The key accountability of the role is to acquire new clients around the branch
catchment area, build relationship, build Liability Book & generate revenue through cross sell of various
banking products.
Job Duties and Responsibilities:
 Acquiring new accounts (Current and Savings) from branch catchment area
 Quality sourcing of salary accounts from corporates
 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.
 Participate in corporate induction and migration events around the catchment area
 Build strong relationship with internal teams to leverage existing relationships from SME
 Conduct low-cost micro marketing activities around catchment areas for lead generations
Core Competencies:
 Sales & Networking Skills
 Good Communication & Listening Skills
 Goal / Target oriented
 IRDA & AMFI certification is preferred. This is a must post joining.
 Excellent verbal and written communication skills
Technical Experience and Competencies:
 Banking knowledge
 Computer Skills and digital knowledge
 Good network in the market

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