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Job Description
Structured overview of role & requirementsAbout This Role
Responsible for outbound sales to acquire new liability accounts from resident and non-resident customers.
Generate leads through catchment area work, cold calls, referrals, and fulfill CASA leads from various verticals within stipulated TAT.
Cross-sell retail banking products (loans, insurance, mutual funds, credit cards) and ensure proper onboarding and account activation with adherence to KYC/AML guidelines.
Minimum Requirements
Graduation required; Post-Graduation preferred.
NISM V-A, IRDA, and GI certifications mandatory.
Work Experience Required: Not explicitly mentioned in the JD.
Adherence to KYC/AML regulatory compliance is mandatory for account acquisitions.
Ideal Candidate Profile
Experienced in direct sales roles in banking with a focus on liability account sourcing and cross-selling retail financial products.
Comfortable working independently as an individual contributor with outbound sales responsibilities.
Familiarity with local market outreach including cold calling, referrals, and marketing activities to meet sales targets.