Liability Sales / Sales Executive - Pune

Axis Bank; Pune District; On-site; INR 400,000 - 560,000; Full time

Job summary

Axis Bank in Pune is seeking a Sales professional to source new savings and current accounts through field sales and local networking. The role requires meeting monthly and quarterly budgets for CASA and related financial products, nurturing client relationships to cross-sell offerings, maintaining CRM records of visits and pipeline, and ensuring KYC/compliance for onboarding.

The candidate will coordinate with the local market team to achieve targets and ensure accurate documentation and

Responsibilities

• Customer Acquisition: Source new savings and current bank accounts through direct field sales and local market networking.
• Target Achievement: Meet assigned monthly and quarterly sales budgets for CASA, deposits, and related financial products.
• Relationship Management: Nurture relationships with existing clients to cross-sell additional bank products and deepen account value.
• CRM Tracking: Log and update all daily client visits, pipeline data, and lead statuses accurately in the bank's CRM system.
• Process Compliance: Collect correct KYC and onboarding documentation while resolving application discrepancies swiftly.

Job description

Job description

Key Responsibilities

• Customer Acquisition: Source new savings and current bank accounts through direct field sales and local market networking.
• Target Achievement: Meet assigned monthly and quarterly sales budgets for CASA, deposits, and related financial products.
• Relationship Management: Nurture relationships with existing clients to cross-sell additional bank products and deepen account value.
• CRM Tracking: Log and update all daily client visits, pipeline data, and lead statuses accurately in the bank's CRM system.
• Process Compliance: Collect correct KYC and onboarding documentation while resolving application discrepancies swiftly.

Location - Pune

Regards,

Manali