Sales Executive - CASA

We are seeking a motivated and results-driven Sales Executive specializing in CASA (Current Account and Savings Account) to join our team in the Delhi-NCR region. The ideal candidate will have a strong background in sales, particularly in the banking or financial services sector, and will be responsible for driving the acquisition of high-net-worth individuals (HNI) and managing their portfolios effectively.

Key Responsibilities:

• Develop and implement sales strategies to achieve CASA sales targets.
• Identify and acquire new HNI clients through networking and relationship-building activities.
• Manage and nurture existing client relationships to ensure satisfaction and retention.
• Provide clients with tailored financial solutions, including mutual funds and other investment products.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Monitor market trends and competitor activities to identify new business opportunities.

Required Skills:

• Proven experience in sales, particularly in CASA or related financial products.
• Strong understanding of liabilities and portfolio management.
• Excellent communication and interpersonal skills, with the ability to engage effectively with HNI clients.
• Knowledge of mutual funds and investment strategies.
• Ability to work independently and as part of a team in a fast-paced environment.

If you are passionate about sales and have a track record of success in the financial services industry, we encourage you to apply for this exciting opportunity to grow your career with us.