Casa Sales Executive

6 days ago

Ahmedabad Chennai Surat, India Touchmark Descience Full time ₹ 4,00,000 - ₹ 8,00,000 per year

1.New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month

Adherence to Bank policies and guidelines such as KYC & AML

2.Ensure successful onboarding of customer for a smooth transition to branch banking team.

3.Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB.

4.Activities for lead generation

5.Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams to offer right business solutions to the customerRole & responsibilities

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