Field Sales Executive (CASA)

Axis Bank; Nagpur District, Nanded District, Akola District; On-site; INR 250,000 - 420,000; Full time

Job summary

Axis Bank is seeking an Officer Sales for the Liability Sales department. The role focuses on acquiring new customers, selling banking and investment products, and handling customer queries with a strong emphasis on daily outreach and travel.

Candidates should have a graduate degree with 0–2 years of experience. Strong English and local language communication, plus excellent lead generation and closing skills, are required. The role involves CRM activity and adherence to KYC/SEBI norms.

Qualifications

• Graduate with a consideration of 1+ year experience for Officer Sales-2 (upto 2 years)
• Graduate with less than 1 year experience for Officer Sales-1

Responsibilities

• Identify sales opportunities for bank and third-party products by acquiring new customers and building relationships.
• Manage relations with existing customers to deepen the portfolio.
• Hit monthly sales targets as per Grade Matrix (BDE, Officer and AM Sales).
• Record and track all engagement activities through the CRM system.
• Comply with KYC/SEBI rules and regulations governing financial services.

Skills

Lead generation

Conversion skills

Communication skills

Teamwork

Sales orientation

Education

Graduate

Tools

CRM

Job description

About Liability Sales

• 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:

• 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.
• High sales orientation to meet the sales targets consistently.
• Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.