Field Sales Executive

Utkarsh Small Finance Bank; Amritsar, Bathinda, Jammu district; On-site; INR 180,000 - 240,000; Full time

Job summary

Utkarsh Small Finance Bank is hiring for Field Sales Executive – Liabilities (CASA) to drive current and savings accounts through field activities and open market sourcing. You will acquire customers, present products, and cross-sell banking solutions while maintaining strict KYC compliance.

The role requires graduate-level education, 1 year of CASA or banking sales experience, and a two-wheeler with valid license.

Qualifications

• Strong communication and interpersonal abilities.
• Ability to meet targets and work under pressure.
• Willingness to travel and field sales focus.

Responsibilities

• Acquire new CASA customers through field sales activities.
• Generate leads through open market sourcing and referrals.
• Build and maintain relationships with customers.
• Achieve monthly acquisition and business targets.
• Ensure compliance with KYC and account opening processes.
• Conduct customer meetings and product presentations.
• Cross-sell banking products as per business requirements.

Skills

Communication skills

Interpersonal skills

Target oriented

Driving license

Education

Graduate

Job description

We are Hiring Field Sales Executive Liabilities (CASA)

Company: Utkarsh Small Finance Bank

Location: Manesar, Dwarka, Najafgarh and South Delhi locations

Job Description

Utkarsh Small Finance Bank is looking for dynamic and result-oriented Sales Executives for the Liabilities (CASA) business. The candidate will be responsible for acquiring new customers and driving CASA sales through open market sourcing and relationship building.

Key Responsibilities

• Acquire new CASA (Current Account & Savings Account) customers through field sales activities.

• Generate leads through open market sourcing and referrals.

• Build and maintain relationships with customers.

• Achieve monthly acquisition and business targets.

• Ensure compliance with KYC and account opening processes.

• Conduct customer meetings and product presentations.

• Cross-sell banking products as per business requirements.

Eligibility Criteria

Age: Up to 32 years

Education: Graduate in any stream.

Experience: Minimum 1 year experience in CASA sales / Banking Sales.

Experience in open market acquisition is mandatory.

Good communication and interpersonal skills.

Candidate should be confident and target-oriented.

Two-wheeler with valid driving license is mandatory.

Job Details

Role: Field Sales Executive

Department: Sales & Business Development

Industry: Banking

Employment Type: Full Time, Permanent

Role Category: Retail & B2C Sales

Preferred Candidates

Candidates from Banking, NBFC, Insurance, Telecom, or Financial Services background.

Experience in CASA, Liabilities, or Retail Banking Sales.