Job description
About the Role
The CASA (Current Account & Savings Account) Sales Officer is part of the banks frontline sales team responsible for acquiring new CASA customers and deepening existing relationships. The role includes driving account acquisitions, generating business from multiple customer segments, crossselling bank products, and ensuring superior customer service. This is a fieldintensive sales role requiring daily customer engagement and outdoor activities.
Key Responsibilities
1. Customer Acquisition & Business Development
Acquire new Current Account & Savings Account (CASA) customers through field visits, references, and cold calling.
Identify and tap new customer segments such as salaried individuals, SMEs, traders, professionals, and corporates.
Source and onboard highvalue customers to grow CASA balances and improve branch liability book.
2. Relationship Management
Build and maintain strong relationships with existing CASA customers.
Increase product penetration by crossselling products like FD/RD, insurance, debit/credit cards, mobile banking, and investment products.
Resolve customer queries promptly to ensure high satisfaction.
3. Sales Target Achievement
Meet monthly and quarterly CASA acquisition and balance targets.
Drive activation of newly sourced accounts to ensure usage of digital banking, debit card, and other services.
Track daily performance and update sales pipelines on CRM tools.
4. Compliance & Documentation
Ensure accurate documentation and adherence to KYC/AML guidelines.
Follow all compliance, regulatory, and internal audit requirements.
Maintain high standards of customer data confidentiality.
Qualifications
Graduate (any discipline).
Freshers or candidates with sales experience (1 to 5 years) preferred.
Experience in banking, telecom, insurance, or financial product sales is an added advantage.
Skills & Competencies
Strong communication skills in English and local language.
High sales orientation and ability to meet targets consistently.
Good interpersonal skills and customerhandling ability.
Ability to work under pressure and manage fieldbased responsibilities.
Basic understanding of banking products and digital banking channels.
Other Requirements
Must be comfortable with fieldwork and daily customer visits.
Should own an Android smartphone (recommended brands: OPPO, VIVO, MI, OnePlus, Samsung, Realme | Android version 1013).
Ability to use mobile banking apps, leadtracking systems, and CRM tools.
Walk-In Drive Details
Date: 08 Oct 26
Time: 11 AM to 3 PM
Venue: Mhasrul Branch, Nashik
Role: Business Development Executive (BDE)
Industry Type: Banking
Department: Sales & Business Development
Employment Type: Full Time, Permanent
Role Category: BD / Pre Sales
Education
UG: Any Graduate
Key Skills
Skills highlighted with ‘‘ are preferred keyskills
Field Sales
SalesLoanInsuranceBranch SalesPresalesCredit cardsBusiness DevelopmentTele / Inside SalesCurrent & savings account
Time and Venue
8th October , 11.00 AM – 3.00 PM
Axis Bank Limited I Shop no 1, 2 and 3, Hari Om Prestige Apartment, Dindori Road, Opp BPCL Petrol Pump, Mhasrul, Nashik- 422004
Contact – Vineet Singh ( 8668216965 )
Tips for Attending Walk-In Interviews
Walk-in interviews are a golden opportunity for jobseekers to secure a job without the long wait of traditional interview processes. However, with many candidates competing for the same position, it's crucial to make a strong and positive impression. Here are some valuable tips to help you stand out and succeed in your next walk-in interview.
1. Do Your Homework
Even though walk-ins are often spontaneous, take time to research the company, its services, and the role you're applying for. This shows your genuine interest and helps you tailor your responses effectively.
2. Dress Professionally
Your appearance matters. Wear neat, formal attire that suits the job role. Clean shoes, groomed hair, and minimal accessories reflect your seriousness and professionalism.
3. Carry All Necessary Documents
- Updated Resume (Multiple Copies)
- Passport Size Photographs
- Educational Certificates
- Experience Letters (if any)
- Valid ID Proof
4. Be Punctual
Arriving early gives you time to settle in, observe the environment, and be mentally prepared. It also shows that you value the interviewer’s time.
5. Practice Your Pitch
Prepare a short and effective self-introduction. Be clear about your skills, career goals, and how you can add value to the company.
6. Stay Confident & Courteous
Maintain eye contact, offer a firm handshake, and listen actively. Confidence, without arrogance, creates a positive impression.
7. Follow Up
If you’re given a business card or email, don’t forget to send a thank-you message. It reflects professionalism and interest in the role.
By following these simple yet powerful tips, you can improve your chances of converting walk-in interviews into job offers. Good luck on your career journey!
