
Sales Officer CA
1 day ago
Position :- Sales Officer CA
Grade:- Senior Officer/ Assistant Manager
Business Unit:- Retail Banking
Sub Unit:- Acquisition and Product Cross Sell Business
Reporting to:- Senior Sales Manager Hybrid/CA & Branch Manager
Responsibilities
✓ To introduce & acquire new CA customer in the identified segment and reference generation from the specified catchment
✓ To ensure sourcing of quality current accounts – in terms of product mix, segments and constitution mix
✓ To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions)
✓ To ensure proactive registration & activation of acquired customers to direct banking channels
✓ To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking
✓ To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers
✓ To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators
✓ To ensure quality sourcing in line with the Banks policy
✓ To Adhere to sales process & KYC Norms of the bank
Expected Candidate
Age: Minimum 25 to Maximum 30 years
Profile Education: Post Graduate preferred/ Graduate in any discipline from a recognized university
Past Experience
✓ Minimum 1 to 2 years of experience in current account acquisition
✓ Some knowledge of the Trade & FOREX products
Past Organization
✓ Must necessarily come from Banking Organizations' with experience in current account acquisition
Other Aspects / Skills
✓ Good at oral and written communication
✓ High Sales orientation & Must be willing to take up extensive field visit
✓ Orientation towards servicing the customer and understanding his needs is a prerequisite & Awareness of dynamics of local market
✓ Good understanding of competitive products & their pricing
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