Sales Officer CA

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

Skills Required

Current account acquisition, KYC Norms, FOREX products