Business Development Executive

We are looking for a Business Development Officer (BDO) with minimum 1 year of relevant CASA sales experience. The candidate will be responsible for acquiring new customers through open-market field sales, achieving CASA targets, building customer relationships, and driving business growth.

Key Responsibilities

• Acquire new customers through open-market field sales activities.
• Generate leads through references, cold calling, market visits, networking, and referrals.
• Sell and promote CASA products – Current Accounts and Savings Accounts.
• Build and maintain strong relationships with customers.
• Conduct regular field visits to acquire new customers and generate business.
• Achieve monthly CASA acquisition, activation, and business targets.
• Cross-sell relevant banking and financial products.
• Ensure proper collection and verification of KYC documents.
• Coordinate with branch and operations teams for smooth account opening and activation.
• Maintain daily sales reports, lead pipelines, and customer records.
• Ensure adherence to banking policies, KYC guidelines, compliance requirements, and sales processes.

Candidate Profile

• Minimum 1 year of experience in CASA Sales is mandatory.
• Candidates with experience in Banking Sales, Field Sales, Direct Sales, or Open Market Sales will be preferred.
• Prior experience in acquiring Savings and Current Accounts is required.
• Candidates from BFSI, Banking, NBFC, Insurance, or Financial Sales backgrounds can be considered.
• Good knowledge of the local market and customer base.
• Strong communication, convincing, negotiation, and relationship-management skills.
• Comfortable with extensive field work and customer visits.
• Target-oriented with a strong focus on customer acquisition and business growth.