Liability Sales / Sales Executive - Pune

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

Please share cv at [email removed]

Regards,

Manali