Sales Officer CA

0 years

0 Lacs

Posted:20 hours ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

✓ 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 productmix, segments and constitution mix✓ To ensure initial customer handholding & M+1 activation (Rightadvise to customer for product and documentation, opening a/c withinTAT, familiarize customers with branch service RM and processes,monitor welcome kit delivery and follow up for repeat funding and useof account for business transactions)✓ To ensure proactive registration & activation of acquired customers todirect banking channels✓ To assist the Business Relationship Leader in catchment mapping &scoping exercise and provide regular feedback to BRL / BBL onopportunities / customer needs / competition benchmarking✓ To meet & exceed the defined targets of new customer acquisitionmonth on month by analyzing transaction banking needs of the customers✓ To abide strictly with the selling norms defined by the organization andadherence 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

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