Field Sales Executive

Utkarsh Small Finance Bank

Amritsar, Bathinda, Jammu0–5 yrs55m agovia Naukri

Location: Manesar, Dwarka, Najafgarh, and South Delhi

About the Role

Utkarsh Small Finance Bank is looking for dynamic and result-oriented Sales Executives for the Liabilities (CASA) business. The candidate will be responsible for acquiring new customers and driving CASA sales through open market sourcing and relationship building.

Key Responsibilities

  • Acquire new CASA (Current Account & Savings Account) customers through field sales activities.
  • Generate leads through open market sourcing and referrals.
  • Build and maintain relationships with customers.
  • Achieve monthly acquisition and business targets.
  • Ensure compliance with KYC and account opening processes.
  • Conduct customer meetings and product presentations.
  • Cross-sell banking products as per business requirements.

Requirements & Tech Stack

  • Two-wheeler with valid driving license is mandatory.

Qualifications

  • Age: Up to 32 years
  • Education: Graduate in any stream.
  • Experience: Minimum 1 year experience in CASA sales / Banking Sales.
  • Experience in open market acquisition is mandatory.
  • Good communication and interpersonal skills.
  • Candidate should be confident and target-oriented.

Preferred Candidates

  • Candidates from Banking, NBFC, Insurance, Telecom, or Financial Services background.
  • Experience in CASA, Liabilities, or Retail Banking Sales.

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