Business Development Executive(CASA)

Role & responsibilities

About Liability Sales- CASA

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the

bank. The department drives business from branches across India and is responsible for sourcing of retail

and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to

increase the retail book of the bank.

About the Role

Officer Sales are a part of the Bank's front-line sales force whose primary responsibility is to get new

customers for the bank and explore new business opportunities. Officer Sales are responsible for selling

banking and investment products and services to customers based on their needs. They are also responsible

for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily

customer reach-outs & travelling

Key Responsibilities

• Identify sales opportunities for both the Bank and third-party products by acquiring new customers

and building new relationships.

• Manage business relations with existing customers to increase the depth of existing relationships.

• Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and

AM Sales)

• Record and track all engagement activities through the CRM system.

• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry

Qualifications

Optimal qualification for success on the job is depends on Grade offer to:

• Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years)

• Officer Sales-1 : Graduate with less than 1 year of experience

Role Proficiencies:

For successful execution of the job, the candidate should possess the following:

• Good communication (both verbal and written) skill in both English and the local language.

• Excellent lead generation and conversion skill

• Ability to handle pressure and meet deadlines.

• Ability to work successfully as a part of a team.