Business Development Executive

Axis Bank; Beed; On-site; INR 250,000 - 420,000; Full time

Job summary

Axis Bank is seeking a CASA Sales Officer to drive acquisition of Current and Savings Accounts through field visits, referrals, and outbound outreach, while deepening relationships and cross-selling products.

The role is field-intensive, requiring daily customer engagement, strong communication in English and the local language, and strict adherence to KYC/AML guidelines. Fresh graduates or those with 1–5 years in sales are encouraged to apply; prior banking or financial product sales is a plus.

Qualifications

• Graduate in any discipline.
• Freshers or candidates with 1–5 years in sales preferred.
• Experience in banking or financial product sales is a plus.

Responsibilities

• Acquire new CASA customers through field visits and referrals.
• Build relationships with existing CASA customers and cross-sell banking products.
• Meet monthly/quarterly CASA targets and drive account activations.
• Ensure KYC/compliance and proper documentation.

Skills

Sales

Customer service

Interpersonal skills

English & local language

Education

Bachelor's degree

Tools

CRM tools

Mobile banking apps

Job description

About the Role

The CASA (Current Account & Savings Account) Sales Officer is part of the banks frontline sales team responsible for acquiring new CASA customers and deepening existing relationships. The role includes driving account acquisitions, generating business from multiple customer segments, crossselling bank products, and ensuring superior customer service. This is a fieldintensive sales role requiring daily customer engagement and outdoor activities.

Key Responsibilities

1. Customer Acquisition & Business Development

• Acquire new Current Account & Savings Account (CASA) customers through field visits, references, and cold calling.
• Identify and tap new customer segments such as salaried individuals, SMEs, traders, professionals, and corporates.
• Source and onboard highvalue customers to grow CASA balances and improve branch liability book.

2. Relationship Management

• Build and maintain strong relationships with existing CASA customers.
• Increase product penetration by crossselling products like FD/RD, insurance, debit/credit cards, mobile banking, and investment products.
• Resolve customer queries promptly to ensure high satisfaction.

3. Sales Target Achievement

• Meet monthly and quarterly CASA acquisition and balance targets.
• Drive activation of newly sourced accounts to ensure usage of digital banking, debit card, and other services.
• Track daily performance and update sales pipelines on CRM tools.

4. Compliance & Documentation

• Ensure accurate documentation and adherence to KYC/AML guidelines.
• Follow all compliance, regulatory, and internal audit requirements.
• Maintain high standards of customer data confidentiality.

Qualifications

• Graduate (any discipline).
• Freshers or candidates with sales experience (1 to 5 years) preferred.
• Experience in banking, telecom, insurance, or financial product sales is an added advantage.

Skills & Competencies

• Strong communication skills in English and local language.
• High sales orientation and ability to meet targets consistently.
• Good interpersonal skills and customerhandling ability.
• Ability to work under pressure and manage fieldbased responsibilities.
• Basic understanding of banking products and digital banking channels.

Other Requirements

• Must be comfortable with fieldwork and daily customer visits.
• Should own an Android smartphone (recommended brands: OPPO, VIVO, MI, OnePlus, Samsung, Realme | Android version 10-13).
• Ability to use mobile banking apps, leadtracking systems, and CRM tools.