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Relationship Manager/bde- Casa Sales @ Small Finance Bank

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 Relationship Manager/bde- Casa Sales

Job Description

Qualification & Skills:

  • Experience in casa sales preferred
  • Banking Experience required. BFSI experienced candidate can also apply
  • Applicable for both Male/Female candidates
  • Must be graduate
  • Candidate should be working

Key Responsibilities:


Acquire new customers by generating leads from the market and from existing customers.
* Achieving PB annual income plan on MTD and YTD basis and driving the sales of the branch for achievement of the Branch target segment/product wise.
* Maintain the hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc above the benchmark for the portfolio.
* Tracking the quality parameters of the portfolio like eligible customer base, CTG ratio, income product penetration ratio and others
* Upgrading customer on the 4 pillars of digital banking like banking transaction, bill payment, shopping, investing and loans.
* Migrate customers to digital products like net banking, mobile banking, and inform about digital asset products.

* Maintain the list of Active and Inactive customers for both CA & SA and engage with the customers for balance build up and cross sell of bank and third party products.

Note- Walking interview only

Mode of work- Work from office(6 days)

Job Classification

Industry: Banking
Functional Area / Department: Sales & Business Development
Role Category: BD / Pre Sales
Role: Business Development Executive (BDE)
Employement Type: Full time

Contact Details:

Company: Small Finance Bank
Location(s): Kolkata

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Keyskills:   Retail Sales Bfsi Sales Mutual Funds Sales Casa Sales Banking Sales Saving Account Cross Selling Casa Acquisition Credit Card Sales Insurance Sales Current Account Loan Sales

 Fraud Alert to job seekers!

₹ 2-3.5 Lacs P.A

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Small Finance Bank

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