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Job Information

  • Employee Type:

    Full Time

  • Contact Person:

    Saniya Bano

  • Contact:

    8770897077

  • Location:

    Jabalpur

  • Job Position:

    Sales Officer

  • Experience

    1 to 3 Years

  • Qualifications:

    Any Graduate

  • Salary:

    ₹100000 - ₹ 300000

  • Date posted:

    20-May-25

Sales Officer

Equitas Small Finance Bank

Jabalpur

Job Description:

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Key Responsibilities:
  • Acquiring New Customers:
    This includes identifying and targeting potential clients, generating leads through various channels like cold calling, referrals, and marketing events. 
  • Cross-selling and Up-selling:
    Once clients are acquired, the CASA Sales Officer will focus on cross-selling related banking products like insurance, loans, and investment options. 

  • Building Relationships:
    Maintaining strong relationships with both new and existing clients is crucial for continued sales and client retention. 
  • Account Activation and Management:
    Ensuring that newly opened accounts are activated, linked to relevant services like mobile banking, and that clients understand their options. 
  • Portfolio Management:
    Monitoring and managing the performance of CASA accounts, identifying opportunities to increase their value and profitability. 
  • Market Research and Analysis:
    Staying informed about local market trends and competitors to better target potential clients and tailor product offerings.