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CASA Sales Executive

2 months ago   Banking   Lucknow   19 views Reference: 34178
Job Details
  • Offering solutions and Cross selling Banks retail banking and third-party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.)
  • Achieve Business budgets as assigned by the organization on a monthly basis consistently.
  • Generating referrals and leads of new customers for the sale of the banks products.
  • Promoting the banks products by taking part in marketing activities and customer visits outside the branch.
  • Contact existing customers for bringing in more deposits and cross-selling of banks products.
  • Timely and accurate processing of customer transactions and requests.
  • Handle customer queries and provide correct solutions to ensure there are no customer complaints.
  • Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time.
  • Ensure that all audit requirements of the bank are met optimum audit rating.
  • Complete all mandatory certifications required for the role (EUIN, SP Certification etc.)
  • Complete all learning activities/training conducted by the bank from time to time.
  • Daily entry of interaction with customers in the banks CRM system.
  • Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time.
Company Description
At Axis Bank, we go much beyond addressing the financial needs of our customers. We give them reasons to strengthen their trust in us, at every step. This belief has paid us rich dividends, bringing with it steady growth, rapid expansion and an opportunity for you to propel your career further.
Axis Bank is expanding and with expansion comes the opportunity to grow and chart your own career path. So, if you are a self-motivated banking professional, looking for opportunities to redefine your career, you might just be the person we require.