Sales Officer CASA

Job Summary:

The Sales Officer – Account Opening is responsible for acquiring new customers and promoting bank products, primarily focusing on opening savings and current accounts. The role involves field sales, customer interaction, and achieving monthly targets.

Key Responsibilities:
Acquire new customers for Savings and Current Accounts (CASA)
Generate leads through field visits, referrals, and cold calling
Explain product features, benefits, and documentation requirements to customers
Ensure smooth onboarding and account opening process
Meet daily, weekly, and monthly sales targets
Maintain relationships with customers to encourage cross-selling (FD, RD, insurance, etc.)
Ensure compliance with KYC norms and banking regulations
Maintain accurate records of customer interactions and sales activities
Required Qualifications:
Graduate in any discipline (B.Com, BBA preferred)
0–3 years of experience in sales (banking/financial services preferred)
Freshers with strong communication skills can also apply
Skills & Competencies:
Strong sales and negotiation skills
Good communication and interpersonal skills
Target-oriented and self-motivated
Basic knowledge of banking products and KYC process
Ability to work in field sales environment
Working Conditions:
Field-based role with travel required
May involve weekend work depending on targets
Key Performance Indicators (KPIs):
Number of accounts opened (CASA)
Revenue generated
Customer acquisition cost
Cross-sell ratio
Career Growth:
Opportunity to grow into Relationship Manager, Senior Sales Officer, or Branch Sales Manager