Casa Sales Executive

T&m; Kolkata District; On-site; INR 300,000 - 500,000; Full time

Job summary

T&m in Kolkata seeks an experienced Field Sales professional to drive Savings and Current Account openings and grow CASA volumes. You will acquire new CASA customers, generate leads through field visits and local market activity, and oversee onboarding and KYC to activate accounts.

The role demands strong communication, customer handling, and a target-driven mindset with extensive field work; a two-wheeler and valid driving licence are preferred.

Qualifications

• Experience in CASA / Retail Banking Field Sales.
• Strong communication and customer-handling skills.
• Target-oriented and comfortable with extensive field work.
• Two-wheeler and valid driving licence preferred.

Responsibilities

• Acquire new CASA customers.
• Generate leads through field visits, references and local market activities.
• Achieve monthly CASA acquisition and deposit targets.
• Handle customer onboarding, KYC and account activation.
• Cross-sell relevant banking products.
• Maintain customer relationships and daily sales reports.

Skills

Strong communication

Customer-handling skills

Target-oriented

Extensive field work

Job description

Key Responsibilities:

• Acquire new Savings & Current Account (CASA) customers.
• Generate leads through field visits, references and local market activities.
• Achieve monthly CASA acquisition and deposit targets.
• Handle customer onboarding, KYC and account activation.
• Cross-sell relevant banking products.
• Maintain customer relationships and daily sales reports.

Requirements:

• Mandatory experience in CASA / Retail Banking Field Sales.
• Strong communication and customer-handling skills.
• Target-oriented and comfortable with extensive field work.
• Two-wheeler and valid driving licence preferred.

Only candidates with relevant Field Sales experience will be considered.Role & responsibilities