Business Development Executive

ESAF SMALL FINANCE BANK LTD; Delhi; On-site; INR 420,000 - 620,000; Full time

Job summary

ESAF SMALL FINANCE BANK LTD invites a driven Business Development Officer (BDO) with at least 1 year CASA sales experience to join our Delhi team. You will acquire customers through open-market field sales and promote CASA products such as Current and Savings Accounts.

You will build relationships, achieve monthly CASA targets, conduct field visits, verify KYC documents, and coordinate with branches to ensure smooth account opening and activation.

Qualifications

• 1+ year of CASA sales experience mandatory.
• Experience in Banking Sales/Field Sales/Direct/Open Market Sales preferred.
• Prior experience in acquiring Savings and Current Accounts.

Responsibilities

• Acquire new customers through open-market field sales activities.
• Generate leads through references, cold calling, market visits, networking, and referrals.
• Sell and promote CASA products – Current Accounts and Savings Accounts.
• Build and maintain strong relationships with customers.
• Conduct regular field visits to acquire new customers and generate business.
• Achieve monthly CASA acquisition, activation, and business targets.
• Cross-sell relevant banking and financial products.
• Ensure proper collection and verification of KYC documents.
• Coordinate with branch and operations teams for smooth account opening and activation.
• Maintain daily sales reports, lead pipelines, and customer records.
• Ensure adherence to banking policies, KYC guidelines, compliance requirements, and sales processes

Skills

Field Sales

Customer Relationship

KYC Compliance

Negotiation

Lead Generation

Job description

We are looking for a Business Development Officer (BDO) with minimum 1 year of relevant CASA sales experience. The candidate will be responsible for acquiring new customers through open-market field sales, achieving CASA targets, building customer relationships, and driving business growth.

Key Responsibilities

• Acquire new customers through open-market field sales activities.
• Generate leads through references, cold calling, market visits, networking, and referrals.
• Sell and promote CASA products – Current Accounts and Savings Accounts.
• Build and maintain strong relationships with customers.
• Conduct regular field visits to acquire new customers and generate business.
• Achieve monthly CASA acquisition, activation, and business targets.
• Cross-sell relevant banking and financial products.
• Ensure proper collection and verification of KYC documents.
• Coordinate with branch and operations teams for smooth account opening and activation.
• Maintain daily sales reports, lead pipelines, and customer records.
• Ensure adherence to banking policies, KYC guidelines, compliance requirements, and sales processes.

Candidate Profile

• Minimum 1 year of experience in CASA Sales is mandatory.
• Candidates with experience in Banking Sales, Field Sales, Direct Sales, or Open Market Sales will be preferred.
• Prior experience in acquiring Savings and Current Accounts is required.
• Candidates from BFSI, Banking, NBFC, Insurance, or Financial Sales backgrounds can be considered.
• Good knowledge of the local market and customer base.
• Strong communication, convincing, negotiation, and relationship-management skills.
• Comfortable with extensive field work and customer visits.
• Target-oriented with a strong focus on customer acquisition and business growth.