Casa Sales Officer at Response Informatics · India, Raipur, Ranchi · 0 - 0 years · ₹1L - ₹3.7L / yr (ESOP available) · Profitable · Posted 21 Nov 2022

Key Accountability: The key accountability of the role is to acquire new clients around the branch
catchment area, build relationship, build Liability Book & generate revenue through cross sell of various
banking products.
Job Duties and Responsibilities:
Acquiring new accounts (Current and Savings) from branch catchment area
Quality sourcing of salary accounts from corporates
Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share
of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.
Participate in corporate induction and migration events around the catchment area
Build strong relationship with internal teams to leverage existing relationships from SME
Conduct low-cost micro marketing activities around catchment areas for lead generations
Core Competencies:
Sales & Networking Skills
Good Communication & Listening Skills
Goal / Target oriented
IRDA & AMFI certification is preferred. This is a must post joining.
Excellent verbal and written communication skills
Technical Experience and Competencies:
Banking knowledge
Computer Skills and digital knowledge
Good network in the market

About Response Informatics
About
Response Informatics is a globally established end to end technology and enterprise level management consulting company.
Incorporated in 1996, we have been sailing the ship with a single goal, the global adaption of the best technological and result driven practices for business growth.
With a humble start with management consulting and global staffing solutions, we have moved up the ladder sharply and significantly. Soon enough, we were delivering in various verticals and services ranging from enterprise level software and application development.
From mere technological consultation to high end, in-depth centers of excellence for cutting edge technologies such as Block chain, Artificial intelligence, Data analytics, Robotic Process Automation, Internet of Things.
Connect with the team
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Primary Responsibilities:
- Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
- Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
- Drive overall growth in liabilities and investment products within the HNI segment.
- Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
- Develop and expand customer relationships for both liability and retail asset products.
- Inform clients about new products and enhancements to deepen and broaden banking relationships.
- Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
- Manage segment-wise customer migration to enhance profitability and optimize service delivery.
Additional Responsibilities:
- Deliver a superior service experience that exceeds the expectations of clients.
- Proactively identify potential problem accounts and implement risk-mitigating strategies.
- Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
- Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
- Accurately and consistently record all sales and client engagement activities in the CRM system.
- Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
- Foster long-term client relationships through trust, transparency, and proactive engagement
Primary Responsibilities:
- Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
- Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
- Drive overall growth in liabilities and investment products within the HNI segment.
- Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
- Develop and expand customer relationships for both liability and retail asset products.
- Inform clients about new products and enhancements to deepen and broaden banking relationships.
- Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
- Manage segment-wise customer migration to enhance profitability and optimize service delivery.
Additional Responsibilities:
- Deliver a superior service experience that exceeds the expectations of clients.
- Proactively identify potential problem accounts and implement risk-mitigating strategies.
- Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
- Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
- Accurately and consistently record all sales and client engagement activities in the CRM system.
- Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
- Foster long-term client relationships through trust, transparency, and proactive engagement
A Sales Executive is responsible for identifying potential customers, generating leads, promoting products or services, achieving sales targets of Home loan and Loan against property, maintaining client relationships, negotiating deals, and ensuring customer satisfaction. The role also involves market research, follow-ups, and preparing sales reports to support business growth.







