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Bank Office, Relationship Officer (CASA) @ Xwell Human Resource

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 Bank Office, Relationship Officer (CASA)

Job Description

  • Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs)
  • Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets.
  • Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base.
  • Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry
  • Achieving over all numbers and value targets as per scorecard.
  • Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers.

Desired Candidate Profile -

  • Graduate in any Discipline.
  • 1-5 years of experience in Field Sales (Liability / insurance sales preferred).
  • Selling skills, Good communication skills, Fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills.
  • Ability to convince the customers.
  • Ability to work under pressure.
  • Cold Calling, Market visit

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Bank Office, Relationship Officer (CASA)

Contact Details:

Company: Xwell Human Resource
Location(s): Multi-City, India

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₹ 2.0 - 5 Lakh/Yr

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