CASA Sales

Overview:

Key Responsibilities:

• Identify and prospect potential customers to acquire new CASA accounts.
• Meet sales targets for CASA accounts through effective selling techniques.
• Build and maintain strong relationships with customers to enhance account retention.
• Conduct regular customer visits to promote CASA products and services.
• Negotiate terms and conditions with potential account holders to ensure business acquisition.
• Ensure compliance with all regulatory policies and guidelines during account opening.
• Collaborate with internal teams to resolve customer issues and enhance service delivery.
• Provide prompt and efficient customer service to address inquiries and concerns.
• Prepare and present sales proposals to prospective customers.
• Stay updated on market trends and competitor activities to identify business opportunities.
• Utilize CRM systems to track sales activities and maintain customer records.
• Participate in sales training and development programs to enhance selling skills.
• Coordinate with marketing teams to implement promotional activities for CASA products.
• Prepare regular sales reports and performance analysis for management review.

Required Qualifications:

• Bachelors degree in Business Administration Finance or related field.
• Proven track record in sales preferably in the banking or financial services industry.
• Strong understanding of banking products especially CASA accounts.
• Excellent communication and interpersonal skills.
• Ability to work effectively in a targetoriented environment.
• Demonstrated negotiation and closing skills.
• Sound knowledge of regulatory requirements for account opening and customer due diligence.
• Proficiency in using CRM systems and sales software.
• Customercentric mindset with a focus on delivering quality service.
• Strong analytical and problemsolving abilities.
• Ability to work both independently and as part of a team.
• Flexibility to travel and work in different locations as required.
• Understanding of market trends and competitor activities in the banking industry.
• Preferred certifications in sales or customer relationship management.

sales,customer service,negotiation,customer relationship management,business acquisition,customer