Banking-casa Sales Executive

5 hours ago

Remote, India Rajvidya Financial Services Full time

**About Role**: We are looking for Banking executives. He/ She will be an expert in CASA/ Banking products sales and will be handling the client relationship end-to-end. The person will be involved in Insurance & Banking products Sales, Cold Calling, Logins & Issuance, Client meetings, Checklist Documents collection, clearing any pendency, engaging with connectors, hiring new insurance advisors, explain top Life Insurance products, managing leads database, maintaining CRM, and Digital Marketing.

**Role & Responsibilities**:
Officer Sales I - Fresher
- 1 yr (Min. 21 yr - 28 yr)

Officer Sales II- 1-2 yrs (Sales experience in any industry)

AM Sales : 2 yrs + Exp. in CASA/ BFSI / banking sector

Job location : Any City of India.

Qualifications: Graduation from a recognized institute

**About the Role**:

- Business Development Executives are a part of the Bank's front line sales team.
- Their primary responsibility is sales of banks products to new customers for the bank.
- They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity.
- They are responsible for selling banking and third party products to customers based on their needs.
- They are responsible for handling customer queries.
- Business Development Executives are required to achieve targets assigned by the bank within initial 6 months for confirmation of their service

**Key Responsibilities**:

- Selling of banks and third party products to new customers.
- Conducting marketing activities and travel locally to meet new customers as a daily activity.
- Contacting existing customers for more deposits and cross selling of more products.
- Achieve sales targets as assigned by the organization on a daily and monthly basis.
- Complete all mandatory certifications required for the role (AMFI, EUIN etc.).
- Complete all learning activities conducted by the bank from time to time.
- Daily entry of interaction with customers in banks CRM system.
- Follow all compliance guidelines (regulatory & legislative) for each activity.
- Participate and follow all initiatives that are undertaken by the bank from time to time

**Qualifications**:Graduation from a recognized institute

**Timing**: 10 am to 7 pm

**Work Days**: 5 days working with Saturday as Half-Day.

**About Rajvidya Finance (Financial Services for SMEs)**: Rajvidya Finance provides Loans, Insurance and Investment services to SMEs, Business Owners and Individuals. Servicing clients across India, Rajvidya Finance specializes in raising Unsecured/ Secured Loans for SMEs and Business Owners. It also has expertise in providing Life Insurance policies to individuals and Corporate clients for its employees. Rajvidya Finance also helps its clients with Short and Long Term Investments.

Pay: ₹100,000.00 - ₹300,000.00 per year

**Benefits**:

- Cell phone reimbursement
- Internet reimbursement
- Paid sick time

Schedule:

- Day shift

Supplemental Pay:

- Commission pay
- Performance bonus

Application Question(s):

- What is your notice period?
- How many years of experience do you have in Cold Calling?
- How many years of experience into Life Insurance Policy login?
- What is your Current CTC in Lakhs per annum?
- How many years of experience do you have in Banking sales?
- How many years of experience into selling Insurance Policies?

Work Location: Remote

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