Sales Finance Officer

2 weeks ago

thoothukudi, India beBeeBanking Full time

Unlock New Career Opportunities as a Banking Sales ProfessionalWe are seeking highly motivated and experienced professionals to join our team in key growth markets across South and West India.This role is ideal for candidates 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.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.Requirements:To succeed in this role, you should have direct experience in banking field sales. You will need to possess:Practical knowledge of CASA products and the entire KYC/AML process.Strong communication, negotiation, and customer service skills.A passion for delivering exceptional results and driving business growth.Benefits:Join us and benefit from: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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