Officer Sr officer
3 weeks ago
JobPurpose:
The role entailsacquiring new customers for the banks current and savings accounts.The role involves identifying potential customers contacting themthrough various channels explaining the benefits and features ofthe current and savings products and closing the sales. Also toensures that the customers are satisfied with the banks servicesand maintains a longterm relationship withthem.
Roles &Responsibilities:
- Acquisitionof current and savings account in the identified segment andreference generation from the specified catchmentarea
- Ensuring high quality ofcustomer acquisition in terms of constitution product and segmentmix
- Onboarding and activatingcustomers on digitalplatforms
- Assist Senior SalesManager in catchment mapping and branch scoping exercises
- Provide regular feedbacks to SeniorSales Manager and Branch Manager on customer requirements andpotential opportunities
- Ensuringadherence to sales compliance and SOPs defined by theorganization
- Quality sourcing andensuring strict compliance on internal and external guidelines andregulations
- Regularly conductingactivities in the catchment to acquire good quality HNI customersand build a strong visibility for IDFC First Bank
- Working on key central Initiativesand seeking regular referrals from existingcustomers
- Collaborating with otherteam members and support functions to provide products and serviceofferings tocustomers
EducationQualification:
Graduation:AnyGraduate
Experience: 0 to 2 years of relevantexperience
CASA Sales Casa Acquisition Cross-selling
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