Assistant / Associate Officer-Branch Sales

Hipotz; Nagpur District, Navi Mumbai; On-site; INR 250,000 - 350,000; Full time

Job summary

Hipotz is seeking a result-driven Banking Sales Executive to grow retail deposits and assets in Navi Mumbai and Nagpur. You will generate new customer acquisition through branch visits, references, and local market activities, while building lasting relationships with existing and prospective customers.

Responsibilities include CASA sales, cross-selling FD/RD, insurance, cards, loans, and other financial products; achieve monthly targets; manage leads, verify documents per guidelines; provide

Responsibilities

• Generate new customer acquisition through branch walk-ins, references, lead generation, and local market activities.
• Handle and build relationships with existing and prospective customers.
• Drive sales of CASA products Current Account and Savings Account.
• Cross-sell banking products such as FD/RD, insurance, credit cards/debit cards, loans, and other financial products.
• Achieve assigned monthly sales and business targets.
• Follow up on leads and convert them into customers.
• Ensure proper collection and verification of customer documents as per bank guidelines.
• Provide timely and effective service to customers and resolve basic queries.
• Conduct local market visits and generate business opportunities wherever required.
• Maintain accurate records of customer interactions, leads, and sales activities.
• Ensure compliance with the bank's internal policies, processes, and regulatory guidelines.

Skills

Customer Relationship Management

Sales & Business Development

CASA Sales

Lead Generation & Conversion

Cross-selling

Communication & Interpersonal Skills

Target Orientation

Local Market Knowledge

Customer Service

Job description

Locations: Sea Woods, Navi Mumbai (including Belapur, Kharghar, and Panvel) and Nagpur

Key Responsibilities:

• Generate new customer acquisition through branch walk-ins, references, lead generation, and local market activities.
• Handle and build relationships with existing and prospective customers.
• Drive sales of CASA products Current Account and Savings Account.
• Cross-sell banking products such as FD/RD, insurance, credit cards/debit cards, loans, and other financial products.
• Achieve assigned monthly sales and business targets.
• Follow up on leads and convert them into customers.
• Ensure proper collection and verification of customer documents as per bank guidelines.
• Provide timely and effective service to customers and resolve basic queries.
• Conduct local market visits and generate business opportunities wherever required.
• Maintain accurate records of customer interactions, leads, and sales activities.
• Ensure compliance with the bank's internal policies, processes, and regulatory guidelines.

Key Skills:

• Customer Relationship Management
• Sales & Business Development
• CASA Sales
• Lead Generation & Conversion
• Cross-selling
• Communication & Interpersonal Skills
• Target Orientation
• Local Market Knowledge
• Customer Service