Financial Services Development Manager

15 hours ago

mangalore, India beBeeBranchSales Full time

Job Title: Branch Sales OfficerWe are seeking a highly motivated and experienced Branch Sales Officer to join our team in key growth markets across South and West India.This role is ideal for professionals with a proven track record in field sales, particularly within the banking or financial services sector, and hands-on experience driving CASA (Current Account & Savings Account) acquisition and managing regulatory compliance.Job Description:The successful candidate will be responsible for acquiring new CASA and liability accounts through effective field sales, referrals, and cold-calling efforts. They will also be required to meet and exceed branch liability sales and revenue targets while ensuring strict adherence to KYC, AML, and all internal regulatory policies in daily operations.Key Responsibilities:CASA Acquisition: Drive the acquisition of new CASA and liability accounts through effective field sales, referrals, and cold-calling efforts.Target Achievement: Meet and exceed branch liability sales and revenue targets.Compliance & KYC: Ensure strict adherence to KYC, AML, and all internal regulatory policies in daily operations.Customer Relationship Management: Build and maintain strong, lasting customer relationships within the branch network.Product Cross-Selling: Effectively cross-sell other financial products, including insurance and mutual funds.Required Skills and Qualifications:Professionals with direct experience in banking field sales.In-depth, practical knowledge of CASA products and the entire KYC/AML process.Strong communication, negotiation, and customer service skills.Local candidates with relevant market knowledge are highly preferred.Benefits:Significant career growth opportunities in a leading financial institution.Attractive, performance-based incentives.Exposure to a diverse portfolio of financial products.A supportive, customer-first work culture.

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