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Sales Officer_NCR

ConfidentialDelhi NCR

30+ days ago

Job description

Role Overview :

The Sales Officer is responsible for acquiring new Savings Account (SA) customers from the designated segment and catchment area. The role involves quality sourcing, ensuring customer onboarding and activation, promoting digital channel usage, and meeting defined acquisition targets while strictly adhering to compliance and KYC norms.

Key Responsibilities :

Customer Acquisition

Introduce and acquire new Savings Account (SA) customers from the targeted segment and identified catchment area

Generate leads and referrals through field activities and local engagement initiatives

Quality Sourcing

Ensure sourcing of high-quality SA accounts as per product mix, customer segment, and constitution guidelines

Maintain compliance with internal policies and regulatory norms during sourcing

Onboarding & Activation

Guide customers with accurate product information and documentation during onboarding

Ensure timely account opening (within TAT) and M+1 activation

Familiarize new customers with branch service processes and assigned Relationship Manager

Monitor welcome kit delivery and encourage repeat funding and account usage

Digital Enablement

Drive proactive registration and activation of acquired customers on direct banking channels (Mobile / Net Banking)

Catchment Scoping & Market Feedback

Support the Customer Service Leader (CSL) in catchment mapping and local market analysis

Share insights and feedback on customer needs, opportunities, and competitor activities

Target Achievement

Meet and exceed monthly targets for new customer acquisition by analyzing and addressing transaction banking needs

Compliance & Process Adherence

Adhere strictly to organizational selling norms and internal / external regulatory guidelines

Follow the defined sales process and ensure full KYC compliance for all new accounts

Skills Required

Revenue Generation, Client Acquisition, Relationship Management, Financial Analysis, Credit Appraisal, Risk Assessment

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Sales • Delhi NCR

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