CASA Sales Executive
Posted on :
23-07-2024
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Job Description
Roles and Responsibilities :
- Selling Products and Services to the Customer
- Maintaining a Daily Sales Report
- Ensure quality new acquisition on Saving accounts and Current Accounts for Resident/NonResident
- Utilizing the sales resources for optimal sales support o Penetration of FD to unique customers
- Sales of various Credit Cards
- Sales of ThirdParty Products (Mutual Funds/Insurance/RBI Bonds) to the customers
- Sales of Asset Products
- Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained
- Ensuring that customers make us their primary bank
- Manage the benchmark no. of customers in the portfolio
- Extend Classic benefits to customers basis identification in eligibility lists
- Online updation of CRM at every stage of customer contact on the portfolio
- Ensure that all classic customers within the portfolio are contacted
- Detailed updation of interaction to be captured in CRM Tasks/ leads to be created profiler to be updated on same day of interaction.
Employment Type
Full Time
Company Industry
Key Skills
- Business Development
- Customer Assistance
- Revenue Growth
- Cloud
- Account Management
- Client Management
- New Customer
- ROI
- Sales Activities
- Territory
- Business Partnerships
- Sales Floor
- Sales Goals
- Sales Process
- New Client
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