PB Sales (Grade-AM-Field Sales)-Only South Kolkata

Role & responsibilities

PB Sales No portfolio - only market acquisition- Hired in AM grade -Casa)

• Conduct outbound field acquisition to open new CASA accounts from local markets, catchments, and mapped segments.
• Transform cold/warm leads into business through direct customer meetings and relationship building.
• Generate liabilities through Current Account (CA), Savings Account (SA), crosssell of FD/RD, and basic insurance referrals.
• Map corporates, traders, merchants, SMEs, professionals, and local businesses for CA sourcing.
• Ensure KYC completeness, documentation, and onboarding accuracy.
• Meet monthly acquisition & revenue targets for CASA and liabilities products.
• Maintain a robust lead funnel, daily call reports, and productivity tracking.
• Collaborate with branch teams, operations, and product teams for quick account activation.

Core Skills Needed

• Strong field sales capability
• Good communication & convincing skills
• Knowledge of CASA, business profiles, and catchment mapping
• Target orientation and persistence
• Ability to convert leads quickly