Casa Sales Officer

Assort 1 Corp Services; Mumbai; On-site; INR 350,000 - 700,000; Full time

Job summary

Assort 1 Corp Services in Mumbai invites applications for a Field Sales Executive role focused on CASA acquisition and onboarding. You will prospect new customers through field visits, referrals, cold calls, and local market activities to build a strong customer base.

You will meet monthly and quarterly CASA targets, identify customer needs, explain features and documentation, assist with KYC, and cross-sell products like deposits, loans, and digital banking, while maintaining compliant records.

Qualifications

• Graduate in any discipline.
• 17 years of experience in sales; BFSI/CASA sales experience preferred.
• Freshers with strong communication and sales aptitude can also be considered.
• Good communication, interpersonal, and negotiation skills.
• Strong customer acquisition and relationship-building ability.
• Target-oriented and self-motivated.
• Comfortable with field sales and local travel.
• Basic knowledge of banking products and KYC documentation.

Responsibilities

• Acquire new CASA customers via field visits, referrals, cold calling and local market activities.
• Generate and convert leads within the assigned branch catchment area.
• Meet assigned monthly and quarterly CASA acquisition and activation targets.
• Identify customer requirements and recommend suitable banking products.
• Explain account features, benefits, eligibility, charges, and documentation requirements.
• Assist customers with account opening, KYC documentation, and onboarding.
• Ensure timely activation and funding of newly opened accounts.
• Cross-sell banking products such as FD/RD, insurance, credit cards, loans, and digital banking services.
• Develop and maintain strong relationships with customers.
• Coordinate with branch operations and internal teams for smooth customer onboarding.
• Maintain accurate records of leads, customer visits, conversions, and sales activities.
• Participate in local marketing activities and corporate/customer acquisition drives.
• Ensure all sales activities comply with bank policies, KYC requirements, and regulatory guidelines.

Skills

Communication skills

Interpersonal skills

Negotiation

Sales aptitude

Field sales

Local travel

Education

Graduate degree

Job description

Role & responsibilities

• cquire new customers for Current Accounts and Savings Accounts through field visits, references, cold calling, and local market activities.
• Generate and convert leads within the assigned branch catchment area.
• Meet assigned monthly and quarterly CASA acquisition and activation targets.
• Identify customer requirements and recommend suitable banking products.
• Explain account features, benefits, eligibility, charges, and documentation requirements.
• Assist customers with account opening, KYC documentation, and onboarding.
• Ensure timely activation and funding of newly opened accounts.
• Cross-sell banking products such as FD/RD, insurance, credit cards, loans, and digital banking services.
• Develop and maintain strong relationships with customers.
• Coordinate with branch operations and internal teams for smooth customer onboarding.
• Maintain accurate records of leads, customer visits, conversions, and sales activities.
• Participate in local marketing activities and corporate/customer acquisition drives.
• Ensure all sales activities comply with bank policies, KYC requirements, and regulatory guidelines.

Preferred candidate profile

• Graduate in any discipline.
• 17 years of experience in sales; BFSI/CASA sales experience preferred.
• Freshers with strong communication and sales aptitude can also be considered.
• Good communication, interpersonal, and negotiation skills.
• Strong customer acquisition and relationship-building ability.
• Target-oriented and self-motivated.
• Comfortable with field sales and local travel.
• Basic knowledge of banking products and KYC documentation.