Field Sales Officer

2 months ago


Bengaluru Karnataka, India YUnity Recruitment Full time

# SE - CASA

# *About Liability Sales:*

The Liability Sales department focuses on the liability acquisition, assets, and retail forex business for the bank. The department drives business from 4000+ branches and is responsible for sourcing retail and corporate deposits, salary and non-salary accounts, trust accounts, and forex Business to increase the retail book of the bank

# *Role & responsibilities*

It is a field sales Job. The Job involves extensive traveling within the assigned area and conducting market/customer mapping with the primary responsibilities mentioned below.
- Business Development Executives are a part of the Bank's front-line sales team.
- Their primary responsibility is the sales of the bank's products to new customers for the bank.
- They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity.
- They are responsible for selling banking and third-party products to customers based on their needs.
- They are responsible for handling customer queries.
- Business Development Executives are required to achieve targets assigned by the bank within an initial 6 months for confirmation of their service

*Key Responsibilities:*
- Selling of banks and third-party products to new customers.
- Conducting marketing activities and traveling locally to meet new customers as a daily activity.
- Contacting existing customers for more deposits and cross-selling of more products.
- Achieve sales targets as assigned by the organization on a daily and monthly basis.
- Complete all mandatory certifications required for the role (AMFI, EUIN, etc.).
- Complete all learning activities conducted by the bank from time to time.
- Daily entry of interaction with customers in the bank CRM system.
- Follow all compliance guidelines (regulatory & legislative) for each activity.
- Participate and follow all initiatives that are undertaken by the bank from time to time

1. To acquire New to Bank customers and pursue new business relationships by selling: Savings Accounts.Current Accounts.Term Deposits.Debit / Credit Cards.PG Products (Life Insurance / General Insurance / Mutual Fund / Retail Asset Products / Online Trading).

2. Responsible for achieving monthly sales targets

3. To fulfill KYC and compliance norms.

4. To reach out to High high-net-worth individuals.

5. To increase the customer base by developing business relationships with current customers.

Skills High Sales orientation for achieving numbers good convincing and Negotiation skills.

*CTC:*
- 2.28 Lpa (16.5k in-hand)
- Sales Officer 1 → Freshers
- 2.56 Lpa (19.3k in-hand )
- Sales officer 2 → 6 months exp in sales (NBFC, BFSI, Banking)
- 3.56 LPA - Assistant manager → 2+ (NBFC, BFSI, Banking) → banking Exposure

Benefit:

- Group Mediclaim Insurance Policy including family for 4,00,000
- Employees plus 3 dependants are covered under the floater policy. Additional 2 dependants can be covered for an additional premium.
- Group Term Life Insurance Policy → 50,00,000
- Some allowance / ESIC (to confirm)
- Mobile Benefit

**- Discounted home & personal loan after confirmation
- Bank's PF Contribution & Gratuity on top of in-hand salary

Please note - SEs are also entitled to up to INR *60000*/- incentives per month based on their performance.

Criteria
- Graduate
- Bike & DL mandatory

**Job Types**: Full-time, Permanent

Pay: ₹16,000.00 - ₹31,467.49 per month

**Experience**:

- total work: 1 year (preferred)

Work Location: In person


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