Roles and Responsibilities:
i. Identifying potential customers and refer them to the Branch for Account opening.
ii. As a Sales Executive you are required to ensure that all the documentation account opening formalities are
completed by the customers in your presence.
iii. Creating and updating awareness in Market about CASA and related Bank products, educate and advise
them on various extended services offered by Bank.
iv. Focus on customer acquisition through Branch channel & Self generation and retention.
v. Ensure that you refer/source at least the monthly minimum business level/target assigned by the business
head. You are not allowed to carry cash from any customer, you can carry only cheque.
vi. Accounts closed within 3 months of its opening will be deducted from the monthly number of accounts
opened figures of the Sales Executive in the month the account is closed.
vii. Ensure that the targets are achieved on monthly basis without any deviation.
viii. Meet minimum 12-15 prospective customers every day and maintain Daily
Call Report (DCR) for a weekly review with Branch Manager.
ix. Participate in various Marketing and Promotional activities to improve the Brand awareness and exploit new
x. Maintaining good liaison with Branch staff for getting good support and assistance.
xi. Daily follow-up on lead generation and focus on conversion ratio for a faster closure.
xii. Timely reporting of data and maintain up to date MIS.
xiii.100% completion of Phone Banking leads.
xiv. Explore the opportunities of Cross Selling.
xv. Reporting to respective Branch Manager on Daily Basis.
xvi. Any other work that may be entrusted from time to time due to office exigencies.
Marketing , Advertising , MR , PR , Media PlanningB.Com – Commerce, B.Sc – Any Specialization, Any Graduate – Any Specialization, B.A – Any Specialization, B.B.A / B.M.S – Management, B.Arch – Architecture, B.Des. – Any Specialization, B.El.Ed – Any Specialization, BCA – ComputersOtherFresher
Please refer to the Job description above
India, Marketing & PR, Mumbai, Pune