Business Development Executive - CASA

ecH-aaR Manpower Solutions; NTR; On-site; INR 600,000 - 900,000; Full time

Job summary

ecH-aaR Manpower Solutions is seeking a Business Development Executive - CASA to drive sales of current and savings accounts while ensuring regulatory compliance. You will engage clients, identify banking needs, and promote CASA solutions to meet financial goals.

The role requires strong communication, analytical ability, and integrity, with collaboration across branch staff to achieve targets and maintain adherence to industry standards.

Qualifications

• Bachelor's degree in Finance, Business Administration, or a relevant field.
• Banking experience in CASA sales or retail banking preferred but not mandatory.

Responsibilities

• Develop and implement strategies for promoting CASA products.
• Engage with potential clients to identify banking needs and present CASA solutions.
• Achieve branch targets related to liability products through sales techniques.
• Monitor market trends and competitor offerings in retail banking.
• Ensure regulatory compliance in the sales process with accurate information.
• Foster customer relationships to enhance loyalty and referrals.
• Collaborate with branch staff to align with overall business goals.

Skills

Communication skills

Analytical skills

Regulatory knowledge

Integrity

Education

Bachelor's degree in Finance, Business Administration, or a relevant field

Job description

Position Summary The Business Development Executive - CASA is responsible for driving the sales of current and savings accounts while ensuring compliance with regulatory standards. This role emphasizes integrity and accuracy in all interactions with customers, seeking to meet their financial needs while adhering to institutional guidelines.

Principal Responsibilities

• Develop and implement strategies for promoting current and savings account products.
• Engage with potential clients to identify their banking needs and present appropriate CASA solutions.
• Execute effective sales techniques to achieve branch targets related to liability products.
• Maintain a thorough understanding of market trends and competitor offerings in the retail banking sector.
• Ensure adherence to all regulatory requirements in the sales process, providing accurate information to customers.
• Foster strong customer relationships to enhance loyalty and encourage referrals.
• Collaborate with branch staff to create a cohesive approach towards achieving overall business goals.

Eligibility and Qualifications

• Bachelor's degree in Finance, Business Administration, or a relevant field.
• Previous experience in banking, specifically in CASA sales or retail banking, is preferred but not mandatory.

Key Competencies

• Strong communication skills, both verbal and written, with an emphasis on customer engagement.
• Excellent analytical skills to assess client needs and financial products effectively.
• Knowledge of regulatory standards in banking operations related to CASA products.
• High level of integrity and professionalism in dealing with customers and stakeholders.