Business Development Executive(CASA)

Axis Bank; Karnal, Jhajjar District, Panipat; On-site; INR 350,000 - 520,000; Full time

Job summary

Axis Bank is seeking an Officer Sales in Liability Sales- CASA to drive new customer acquisition and broaden relationships across branches. The role involves daily outreach, field visits and CRM utilization to track engagements.

You will sell banking and investment products, handle queries, and ensure customer satisfaction while adhering to regulatory norms. The position requires strong English and local-language communication, with graduate qualification and relevant sales experience.

Qualifications

• Graduate or equivalent with relevant sales aptitude.
• Good communication in English and local language.
• Experience with lead generation and customer outreach.
• Familiarity with KYC/SEBI rules is a plus.

Responsibilities

• Identify sales opportunities for bank products and acquire new customers.
• Manage relationships to deepen existing deposits and services.
• Achieve monthly sales targets per grade matrix.
• Record engagement activities in CRM.
• Ensure compliance with KYC/SEBI regulations.

Skills

Communication skills

Lead generation

Teamwork

Pressure handling

Education

Graduate

Tools

CRM system

Job description

Role & responsibilities

About Liability Sales- CASA

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank.

About the Role

Officer Sales are a part of the Bank's front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling

Key Responsibilities

• Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships.
• Manage business relations with existing customers to increase the depth of existing relationships.
• Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales)
• Record and track all engagement activities through the CRM system.
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry

Qualifications

Optimal qualification for success on the job is depends on Grade offer to:

• AM Sales- Graduate with more than 2 years of experience
• Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years)
• Officer Sales-1 : Graduate with less than 1 year of experience

Role Proficiencies

For successful execution of the job, the candidate should possess the following:

• Good communication (both verbal and written) skill in both English and the local language.
• Excellent lead generation and conversion skill
• Ability to handle pressure and meet deadlines.
• Ability to work successfully as a part of a team.