Rsbo - Retail Banking Sales Officer

SVC Co-operative Bank Ltd., formerly known as The Shamrao Vithal Co-operative Bank
Ltd., is a trusted institution with a legacy of over 117 years and counting. SVC Bank is one
of the leading Multi-State Scheduled Urban Co-operative Bank with total business of ₹,159.31 Crores as on March 31, 2024 and a network of 198 branches spread across 11
States in India.

As a part of our growth journey, we are looking forward to on-board

**Sr.**
**No.**

**Position**

**Location, Number of Open**

**Positions and Reporting**

**Authority**

**Eligibility Criteria**

**(Preferred Age, Qualification,**

**Experience, Job Role)**

**. Retail Banking**

**Sales Officer**

Location - **Mumbai, Pune,**

**Bengaluru**

**No. of open positions - 25**

**Mumbai (Central, Western,**

**Harbour)**

Borivali, Bandra, Cuffe Parade,

Mira Road, Virar, Thane,

Kalyan, Mandvi, Vashi, Kurla

**Pune**

Pimpri Chinchwad, Aundh,

Sahakar-Nagar II, Viman

Nagar, Hadapsar

**Bengaluru**

Chamrajpet, Malleshwaram,

Jayanagar, J.P.Nagar,

Nagnathpuram.

Reporting to -** CM/DM/AGM-**

**CASA Sales**

**Preferred Age**:Up to 35 years**

**Qualification & Experience**:
MBA/ Post Graduate Diploma of two

years full-time or part-time from a

recognized University or Institute

affiliated to AICTE/ recognized

University OR Graduate from a

recognized University with minimum 1
- years of experience in Sales in BFSI

sector.

understand banking requirements and

accordingly build banking relationships.

**Selection Criteria**:
above eligibility criteria will have to

undergo an aptitude test and thereafter

successful in aptitude test and interview

will be selected.

**Job Role**:
**Key Daily Deliverables: **

Achieve established sales targets by

preparing weekly, fortnightly and

monthly sales and lead plans.

Customer profiling - create customer

profiles (customer name, age,

occupation, family members,

birthdays, anniversaries, etc.) and

identify sales and service

opportunities through these profiles.

Deliver excellent customer service

that ensures ongoing sales and high

level of customer satisfaction.

Work with NTB (new to bank)

customers to determine their needs

and then recommend the right

product and service.

Closely work with Branch Operations

team, Product and Marketing while

sourcing CASA/TD business.

Develop and cultivate strong buying

relationships with customers.

Use Bank literature and available

training resources to stay up to date

on product features.

Catchment Mapping - Identify and

map key areas which meet SVC Bank

profile customers.

Conduct activities and lead

generation camps in co-ordination

with branches and their catchment

areas to increase customer reach and

sales.

Cross sell opportunities in Advances

and TPP for the Bank.

**Key Daily Activities: **

Submit DSR to reporting authority on

a daily basis

Conduct activities as per plans with

reporting authority

Keep oneself updated with regards to

changes in product features, fixed

deposit rates etc. of SVC Bank and

Competition.

Monitor and report on the activities

of competitors and potential

collaborators and to identify

business opportunities and threats

**Key Performance Indicators: **

Number of new CASA accounts

opened.

Total value growth in GL book of

deposits in new CASA accounts.

Total Book growth in TD (GL) in new

TD accounts.

Retention rate of newly acquired

accounts (accounts active after 6

months).

Cross-selling of other products in

value (e.g., HL, GL, LI policy & Retail

loan growth).

Customer satisfaction scores.

**Skills Required: **

Effective Verbal & Written

Communication, Interpersonal Skills,

Meeting Sales Goals, Product

Knowledge, Self-motivated

Past experience of working in CASA

Sales will be helpful

If you wish to join the growth story in one of the leading co-operative sector banks, please

following points:
Training will be imparted on products, services, policies, communication skills

and selling skills.

and kept active during the recruitment process. These details would be useful for

us in sharing instructions regarding interviews, documents, feedback, etc.

accepted.

SVC Bank does not engage any Agents / Agency for recruitment of any on-roll

employees.