Rsbo - Retail Banking Sales Officer

SVC Co-operative Bank Ltd., formerly known as The Shamrao Vithal Co-operative Bank
Ltd., is a 117-year rich, trusted institution, which is one of the leading Scheduled Urban
Co-operative Bank with a total Business of the Bank is at Rs. 35,159.31 Crores as on March, 2024 and Net Profit increased by 23.73% to reach Rs. 218.16 Crores. The Bank has a
strong network of 198 branches spread across 11 States pan 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.