Sales Officer Course (Upskill) — For Working Bank Sales Executives

Already in a bank branch sales role (CASA acquisition)? This compact upskill course helps you hit targets consistently, lift incentives, and become promotion-ready—without quitting your job.

👉 Click here to know more about banking career opportunities

Key Takeaways

• Practical playbooks you can use this week to improve meetings → forms → AOF → activation
• Zero-defect KYC & faster onboarding to avoid rework
• Activation-at-source: debit card PIN, mobile/UPI, first funding, RD/FD
• Weekly review rhythm to track pipeline and incentives
• Clear path from bank sales executive job to Personal Banker / RM / Team Lead (typical track)

👉 Click here if you want to know more about Sales Officer role in banks
👉 Click here if you are looking for a bank job and need help

Who Is This For?

Working Sales Officers / Bank Sales Executives in retail branches (0–2 years’ experience) seeking improved performance for:

• Higher performance incentives (recover our fee in enhanced incentives in just 1 month!)
• Anyone targeting bank sales officer career growth / faster promotion

Practical Benefits

• Catchment: How scoping benefits and how to do scoping
• Generating References: How to do
• Positioning CASA products: Using other products as tools for CASA
• Quality & Quantity of Customer Interactions: How to improve
• Managing Leads: Using CRM effectively
• Internal Database Calling
• Art of Bundling
• Incentives Targeting

Format & Support

• Live masterclasses
• Self-learning videos
• Practical assignments
• Role-plays with feedback; quick doubt clearing
• Mobile + desktop access
• Certificate: BygC course completion

Why BygC?

• Built by ex-private bank leaders; laser focus on retail branch success
• Tools designed for busy, working bankers
• Part of a broader banking upskill ecosystem (service, sales, RM tracks)

👉 About BygC

FAQs (Short)

Is it for freshers? This page is for working sales officers. Freshers can check job-linked programs on the site or click here.

Timing? Flexible—self-learning + live sessions.

Only CASA? Core focus is CASA + activation, with starter cross-sell (RD/FD) and reviews that drive incentives.

Ready to Grow Faster?