Axis Bank Hiring | CASA Sales Executive

Axis Bank; Krishnagiri District, Coimbatore District, Erode; On-site; INR 300,000 - 520,000; Full time

Job summary

Axis Bank is seeking a CASA Sales Executive to join the frontline sales team. You will sell bank products to new customers, participate in offsite marketing activities, and travel locally as part of daily duties.

Graduation is required; banking/BFSI exposure is preferred. You will handle customer queries, achieve targets within six months for confirmation, and maintain CRM records with compliance adherence.

Qualifications

• Graduation from a recognized institute is required.
• AMFI and EUIN certifications are desirable or mandatory as applicable.
• Prior sales experience in banking/BFSI is preferred.

Responsibilities

• Selling banking products and third-party products to new customers.
• Travel locally for offsite marketing and daily customer meetings.
• Drive deposits and cross-sell products to existing customers.
• Achieve daily and monthly sales targets as assigned by the bank.
• Complete mandatory certifications (AMFI, EUIN) and learning activities.
• Record customer interactions daily in the bank's CRM system and adhere to compliance.

Skills

Sales experience

Banking exposure

Education

Graduation from a recognized institute

AMFI Certification

EUIN Certification

Job description

Role Definition / Expectation:

CASA SALES EXECUTIVE

Officer Sales II- 1-2 yrs (Sales experience in any industry )

AM Sales : 2 yrs + Exp. in CASA/ BFSI / banking sector

** It is preferred that the candidate has banking exposure/ experience

Qualifications:

• Graduation from a recognized institute

About the Role:

• Business Development Executives are a part of the Bank's front line sales team.
• Their primary responsibility is sales of banks products to new customers for the bank.
• They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity.
• They are responsible for selling banking and third party products to customers based on their needs.
• They are responsible for handling customer queries.
• Business Development Executives are required to achieve targets assigned by the bank within initial 6 months for confirmation of their service

Key Responsibilities:

• Selling of banks and third party products to new customers.
• Conducting marketing activities and travel locally to meet new customers as a daily activity.
• Contacting existing customers for more deposits and cross selling of more products.
• Achieve sales targets as assigned by the organization on a daily and monthly basis.
• Complete all mandatory certifications required for the role (AMFI, EUIN etc.).
• Complete all learning activities conducted by the bank from time to time.
• Daily entry of interaction with customers in banks CRM system.
• Follow all compliance guidelines (regulatory & legislative) for each activity.
• Participate and follow all initiatives that are undertaken by the bank from time to time

Qualifications:

• Graduation from a recognized institute

#ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply'

It is preferred that the candidate has a 2 wheeler and Driving License