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Job Title


sales officer


Company : Seven Consultancy


Location : Haridwar,


Created : 2025-12-17


Job Type : Full Time


Job Description

Job Description - Acquire CASA and liability accounts through cold calling, market references, cross-selling, and referrals. - Drive sales of third-party products such as life insurance, health insurance, and mutual fund SIPs. - Implement branch-level sales and marketing activities to grow the liabilities portfolio. - Achieve assigned sales targets for account acquisition, balances, and revenue as per scorecard. - Develop new customer relationships while leveraging existing customer base for business growth. - Acquire new customers through multiple channels including branch walk-ins, local campaigns, referrals, and industry associations. - Ensure timely account opening and provide a smooth onboarding experience for new-to-bank customers. - Maintain accurate records of customer interactions and sales activities. Job Requirements: - Experience in banking sales with focus on CASA and liabilities acquisition. - Knowledge of third-party financial products including mutual funds and insurance. - Strong understanding of branch banking operations and customer onboarding processes. - Target-driven approach with ability to work in a competitive sales environment. - Ability to generate business through multiple acquisition channels.