CASA Sales
1 week ago
- Identify and prospect potential customers to acquire new CASA accounts.
- Meet sales targets for CASA accounts through effective selling techniques.
- Build and maintain strong relationships with customers to enhance account retention.
- Conduct regular customer visits to promote CASA products and services.
- Negotiate terms and conditions with potential account holders to ensure business acquisition.
- Ensure compliance with all regulatory policies and guidelines during account opening.
- Collaborate with internal teams to resolve customer issues and enhance service delivery.
- Provide prompt and efficient customer service to address inquiries and concerns.
- Prepare and present sales proposals to prospective customers.
- Stay updated on market trends and competitor activities to identify business opportunities.
- Utilize CRM systems to track sales activities and maintain customer records.
- Participate in sales training and development programs to enhance selling skills.
- Coordinate with marketing teams to implement promotional activities for CASA products.
- Prepare regular sales reports and performance analysis for management review.
- Bachelor's degree in Business Administration, Finance, or related field.
- Proven track record in sales, preferably in the banking or financial services industry.
- Strong understanding of banking products, especially CASA accounts.
- Excellent communication and interpersonal skills.
- Ability to work effectively in a target-oriented environment.
- Demonstrated negotiation and closing skills.
- Sound knowledge of regulatory requirements for account opening and customer due diligence.
- Proficiency in using CRM systems and sales software.
- Customer-centric mindset with a focus on delivering quality service.
- Strong analytical and problem-solving abilities.
- Ability to work both independently and as part of a team.
- Flexibility to travel and work in different locations as required.
- Understanding of market trends and competitor activities in the banking industry.
- Preferred certifications in sales or customer relationship management.
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Leading Bank
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