Group Company:
AU Small Finance Bank Limited
Designation:
Bank Officer Branch Banking
Office Location:
Adyar Chennai Chennai , Agra Sanjay Place Agra , Agra Sikandra Agra , Ambabari Jaipur Jaipur , Ashok Vihar Delhi Delhi , Ballygunge Kolkata Kolkata , Bank Road Gorakhpur Gorakhpur , Bapu Nagar Jaipur Jaipur , Besant Nagar 2Nd Avenue Chennai , Bhiwadi Bhiwadi , Bkc Annex Mumbai Mumbai , Boring Road Patna Patna , Borivali Mumbai Mumbai , C Scheme Jaipur Jaipur , Chaura Rasta Jaipur , Chitrakoot Jaipur Jaipur , Dadar East TT Circle Mumbai , Dalhousie-Kolkata Kolkata , Dcm Jaipur Jaipur , Delhi Connaught Place Central Delhi , Delhi Greater Kailash Delhi , Delhi Green Park Delhi , Delhi Lajpat Nagar Ro Delhi , Dwarka Delhi Delhi , East Patel Nagar New Delhi , Fancy Bazaar Guwahati Guwahati , Fort Mumbai Mumbai , G S Road Guwahati Guwahati , Girdhar Marg Jaipur Jaipur , Gopalpura Bypass Jaipur Jaipur , Gurugram Sector 10 Gurgaon , Hanuthpura Jaipur , Hathroi Jaipur Jaipur , Heerapath Mansarover Jaipur Jaipur , JPO 1 Jaipur , JPO 2 Jaipur , Jaipur Queens Road Jaipur , Jaipur Registered Office Jaipur , Jaipur_Tonk Road_Ro Jaipur , Jawahar Nagar Jaipur Jaipur , Jhajjar Jhajjar , Johari Bazar Jaipur Jaipur , Kakinada Kakinada , Kalwar Road Jaipur Jaipur , Kalyan Kalyan , Kandivali West M G Road Mumbai , Khadakpada Kalyan Kalyan , Kharadi Hadapsar Pune Hadapsar , Kolkata Salt Lake Kolkata , Koramangala 1st Block Bengaluru , Kurukshetra Kurukshetra , Laxmi Nagar Delhi Delhi , MC Road Thiruvalla Thiruvalla , Madanapalli Ctm Road Madanapalle , Mahal Road Jagatpura Jaipur Jaipur , Mahesh Nagar Jaipur Jaipur , Malviya Nagar Jaipur Jaipur , Malviya Nagar Office Jaipur Jaipur , Mansarovar Madhyam Marg Jaipur Jaipur , Margao Goa Goa , Mayur Vihar New Delhi , Meerut Delhi Road Meerut , Mira Road Branch Thane , Mira Road Thane Thane , Mount Road Chennai Chennai , Mumbai Marol Mumbai , N H Road Kochi Kochi , Nagpur Nagpur , Pachpedi Naka Raipur Raipur , Palam Vihar Gurugram Gurugram , Panchkula Panchkula , Parrys Chennai , Pataudi Pataudi , Pawan Puri Bikaner Bikaner , Pitampura Delhi Delhi , Prashant Vihar Delhi Delhi , Pratap Nagar Jaipur Jaipur , Pune Kothrud Pune , Raja Park Jaipur Jaipur , Rajouri Garden Delhi Delhi , Ram Bagh Patiala Patiala , Rash Behari Avenue Kolkata , Ring Road Surat Surat , Saket Indore , Sanganer Asset Centre Jaipur , Santacruz Mumbai Mumbai , Sastha Mangalam Thiruvananthapuram Thiruvananthapuram , Sector 8C Chandigarh Chandigarh , Shyam Nagar Jaipur Jaipur , Subhash Nagar Jaipur Jaipur , Supela Bhilai Bhilai , Surat Adajan Surat , Thane Thane , Thanjavur Cauvery Nagar Thanjavur , Tonk Road Jaipur Jaipur , VALLABH VIDYANAGAR Anand , Vaishali Nagar Jaipur Jaipur , Varanasi Rathyatra Varanasi , Vasai Vasai , Vesu Surat Surat , Vivekananda Nagar Kukatpally Hyderabad , Westside Thrissur Thrissur
Position description:
Accountable for meeting sales targets (No. and value) as per the defined scorecard
Primary Responsibilities
- 1. Acquire CASA and liability accounts through cold calling, market references, and walk-ins. 2. Drive cross-selling of banking products and services to existing and new customers. 3. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. 4. Achieve monthly and quarterly sales targets as defined in the performance scorecard. 5. Ensure growth in customer base and deepening of existing relationships through effective portfolio management.
Additional Responsibilities
- 1.Implement branch-level sales and marketing activities to support overall business growth and brand visibility. 2. Drive liability acquisition by building and maintaining strong customer relationships. 3. Source new customers through multiple channels including local campaigns, walk-ins, customer referrals, industry associations, and market networking. 4. Ensure timely and accurate opening of accounts, providing a seamless onboarding experience for new-to-bank (NTB) customers. 5. Support overall branch performance by contributing to both customer service and compliance standards. 6. Maintain high levels of customer satisfaction and ensure prompt resolution of queries or issues. 7. Ensure adherence to internal processes, audit requirements, and regulatory guidelines.
Reporting Team
- Reporting Designation:
- Reporting Department:
Educational Qualifications Preferred
- Bachelor of Applied Science - BASc, Bachelor of Architecture - BArch, Bachelor of Arts - BA, Bachelor of Business Administration - BBA, Bachelor of Commerce - BCom, Bachelor of Education - BEd, Bachelor of Engineering - BE, Bachelor of Fine Arts - BFA, Bachelor of Laws - LLB with specialization in Banking and Financial Support services, Banking, corporate, finance and securities law and experience between 0.5 - 3 years
- Category:
- Field specialization:
- Degree:
- Academic score:
- Institution tier:
Required Certification/s
Required Training/s:
Required Work Experience
- Industry: BFSI
- Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer
- Years of experience: 0 to 3
Key Performance Indicators:
Business Volume, Acquisition Targets, Average Ticket Size, Boarding Rate, Lead Conversion Rate, Cross-Sell Ratio, Customer Retention Rate, Referral Generation, Campaign Effectiveness, Onboarding Satisfaction Rate, Account Opening Turnaround Time.
Required Competencies:
1. ownership and accountability for results 2. Customer-centric mindset and actions 3. adept at handling digital business apps and software 4. hard work and detail-orientation 5. eager to learn and grow as a banking professional 6. positive mindset, ethical and high integrity 7. Bias for Action and Urgency
Required Knowledge:
1. Aptitude for lead generation 2. Target Market Knowledge - Local Area geography familiarity 3. Familiarity with Digital applications 5. Detailed data collection/recording
Required Skills:
1. Professional Communication - Regional language proficiency, verbal and written fluency, soft-spoken 2. Relationship Management - Client-Centric Approach, respectful 3. Sales Forecasting & Reporting
Required Abilities
- Physical: 1. Physical fitness 2. Mental agility 3. Ability to do extensive field travel/work 4. Ability to handle work pressure and demanding clients
- Other: 1. Valid Two-Wheeler Driving License 2. Personal 2-wheeler 3. Own Smartphone 4. track record of past employment 5. Positive reference check and clear civil report
Work Environment Details:
90% - Field, 10% - Office
Specific Requirements
- Travel: High
- Vehicle: 2-wheeler
- Work Permit:
Other Details
- Pay Rate:
- Contract Types: Permanent
- Time Constraints: Flexibile workhours as per business requirement
- Compliance Related: 1. Aherence to Code of Conduct policy of the bank 2. Non-disclosure of confidential information about bank, clients 3. Responsible handling of bank assets s.a. ID Card, SIM, Marketing material, digital devices, Receipt book etc. 4. Ensure adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) guidelines during all customer onboarding and account-opening processes.
- Union Affiliation:
