Banking Officer

Skillventory; Sambalpur, Jharsuguda, Sundargarh; On-site; INR 250,000 - 380,000; Full time

Job summary

Skillventory in Sambalpur, India seeks a Sales Executive to drive acquisition of CASA accounts via cold calls, walk-ins, and local visits. The role includes cross-selling insurance and loan products, maintaining strong client relationships, and meeting monthly and quarterly revenue and lead targets.

You will ensure compliance with KYC rules and data security guidelines while delivering excellent service to local clients in the Odisha market.

Responsibilities

• Customer Acquisition: Bring in new current and savings accounts (CASA) through cold calls, walk-ins, and local market visits.
• Cross-Selling: Promote third-party financial goods, insurance, and loan products to existing clients.
• Relationship Management: Build strong bonds with local clients and handle daily account queries.
• Sales Targets: Meet monthly and quarterly goals for revenue and lead generation.
• Compliance: Follow proper KYC rules, internal policies, and data security guidelines

Job description

Role & responsibilities

• Customer Acquisition: Bring in new current and savings accounts (CASA) through cold calls, walk-ins, and local market visits.
• Cross-Selling: Promote third-party financial goods, insurance, and loan products to existing clients.
• Relationship Management: Build strong bonds with local clients and handle daily account queries.
• Sales Targets: Meet monthly and quarterly goals for revenue and lead generation.
• Compliance: Follow proper KYC rules, internal policies, and data security guidelines