Business Development Executive - CASA (Location : Pune)
Published date: 2024/01/10
- Location: Pune, Maharashtra, India
Overall purpose of the job :-To promote products and services of the Bank, with an aim to achieve given target, by direct and indirect sales/marketing. Identify and utilize opportunities to cross sell other products of the Bank
Key Performance Areas:
• Conduct market research, including area mapping, to identify sales possibilities and evaluate customer needs.
• Actively seek out new sales opportunities for sales of CASA (Current Account & Savings Account) & other products through cold calling, networking, social media, existing customers and leads provided by the Bank.
• Plan and carry out sales and marketing activities, in the assigned areas/ markets.
• Plan and organize meeting with potential clients, evaluate their needs and achieve sales of products and services of the Bank.
• Help branches to plan and conduct customer meets.
• Participate in exhibitions and other local events on behalf of the Bank, in consultation and approval of reporting manager, with an objective of promoting the brand, product and services of the Bank.
• Collaborate with team/ branches to achieve optimum results.
• Identify and utilize opportunity for cross selling of other retail products and services of the Bank.
• Ensure sales quality and sales target and retention of customers.
• Seek and understand the Continuous / regular evaluation of products and services of competitors in own area and provide quality feedback to reporting manager with an aim to improve own products and services.
• Maintain liaison with Principal Officer and Branch Staff for speedy resolution of problems faced by customers, if any.
• Ensure compliance of the policies and process and the Bank, in all transactions and dealings.
• Ensure proper personal grooming and business like dress code and appearance, while meeting customers and during business hours.
• Uphold the value and brand of the Bank at all times, especially while dealing with customers/ potential customers/ clients.
• Any other duties and responsibilities, assigned by the Bank
Key Performance Areas:
• Conduct market research, including area mapping, to identify sales possibilities and evaluate customer needs.
• Actively seek out new sales opportunities for sales of CASA (Current Account & Savings Account) & other products through cold calling, networking, social media, existing customers and leads provided by the Bank.
• Plan and carry out sales and marketing activities, in the assigned areas/ markets.
• Plan and organize meeting with potential clients, evaluate their needs and achieve sales of products and services of the Bank.
• Help branches to plan and conduct customer meets.
• Participate in exhibitions and other local events on behalf of the Bank, in consultation and approval of reporting manager, with an objective of promoting the brand, product and services of the Bank.
• Collaborate with team/ branches to achieve optimum results.
• Identify and utilize opportunity for cross selling of other retail products and services of the Bank.
• Ensure sales quality and sales target and retention of customers.
• Seek and understand the Continuous / regular evaluation of products and services of competitors in own area and provide quality feedback to reporting manager with an aim to improve own products and services.
• Maintain liaison with Principal Officer and Branch Staff for speedy resolution of problems faced by customers, if any.
• Ensure compliance of the policies and process and the Bank, in all transactions and dealings.
• Ensure proper personal grooming and business like dress code and appearance, while meeting customers and during business hours.
• Uphold the value and brand of the Bank at all times, especially while dealing with customers/ potential customers/ clients.
• Any other duties and responsibilities, assigned by the Bank
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