Field Sales Officer

Job Summary

We are looking for a dynamic and result-oriented Field Sales Officer (CASA) to acquire new customers and drive the growth of Current Account and Savings Account (CASA) business. The candidate will be responsible for field sales activities, customer acquisition, relationship building, and achieving assigned sales targets.

Key Responsibilities

• Acquire new Current Account and Savings Account (CASA) customers through field visits and direct sales activities.
• Identify and approach potential customers, including individuals, professionals, SMEs, and business establishments.
• Conduct product presentations and explain banking products, benefits, and features.
• Generate leads through cold calling, references, networking, and local market activities.
• Build and maintain strong customer relationships to ensure customer satisfaction and retention.
• Cross-sell banking products such as Fixed Deposits, Insurance, Loans, Credit Cards, and Digital Banking Services.
• Ensure compliance with KYC norms and bank policies during account opening.
• Achieve monthly and quarterly CASA acquisition targets.
• Maintain accurate records of customer interactions and sales activities.
• Coordinate with branch operations teams for smooth account processing and activation.
• Monitor market trends and competitor activities to identify business opportunities.

Required Skills

• Strong communication and interpersonal skills.
• Excellent negotiation and sales abilities.
• Customer-focused approach with relationship management skills.
• Ability to work independently and achieve sales targets.
• Good knowledge of banking products and financial services.
• Proficiency in MS Office and basic digital tools.

Eligibility Criteria

• Graduation in any discipline.
• 0-5 years of experience in Banking Sales, CASA Sales, BFSI Sales, or Field Sales.
• Freshers with strong sales aptitude may also apply.
• Two-wheeler and valid driving license preferred.

Key Performance Indicators (KPIs)

• Monthly CASA account acquisitions.
• Current Account and Savings Account balances mobilized.
• Cross-selling revenue generated.
• Customer activation and retention rate.
• Lead conversion ratio.

Compensation & Benefits

• Fixed Salary + Attractive Incentives.
• Performance-based Rewards.
• Career Growth Opportunities.
• PF, ESI, Medical Insurance, and other statutory benefits.