This includes identifying and targeting potential clients, generating leads through various channels like cold calling, referrals, and marketing events.
Cross-selling and Up-selling:
Once clients are acquired, the CASA Sales Officer will focus on cross-selling related banking products like insurance, loans, and investment options.
Building Relationships:
Maintaining strong relationships with both new and existing clients is crucial for continued sales and client retention.
Account Activation and Management:
Ensuring that newly opened accounts are activated, linked to relevant services like mobile banking, and that clients understand their options.
Portfolio Management:
Monitoring and managing the performance of CASA accounts, identifying opportunities to increase their value and profitability.
Market Research and Analysis:
Staying informed about local market trends and competitors to better target potential clients and tailor product offerings.
Job requirements
Experience: 1 to
3
Year.
Education : Any Graduate
Specilization : Any Graduate...
Skills :
Industry Type : Banking / Financial Services / Broking