Sales Officer

Job Purpose

To drive quality customer acquisition for Current and Savings Accounts (CASA) by targeting Resident and Non-Resident customers through field sales efforts. Responsible for sourcing, fulfillment, and ensuring compliance with regulatory norms. The role also involves generating cross-sell opportunities and maintaining high business hygiene standards.

Key Responsibilities

1. Outbound Sales Sourcing

• Acquire new CASA customers through:

• Catchment working

• Cold calls and field visits

• Customer referrals

• Internal databases and leads

• Focus on

  value-based sourcing

  strive to bring in high-value customers.
• Meet or exceed

  self-sourcing productivity norms

  as defined by the organization.
• Ensure

  100% adherence to KYC/AML guidelines

  while onboarding new accounts.

2. Fulfillment of Leads

• Actively support CASA leads generated by other verticals (branch walk-ins, digital leads, etc.).
• Ensure

  timely processing

  and

  TAT adherence

  for all customer onboarding formalities.
• Maintain seamless communication with internal teams to support lead conversion.

3. Cross-Selling

• Identify opportunities to

  cross-sell key banking products

  including:
• Fixed Deposits / Recurring Deposits
• Auto Loans / Personal Loans / Business Loans
• Consumer Durable Loans / Credit Cards / Insurance Products

4. Business Hygiene

• Ensure proper management of

  Welcome Kits

  no unrecorded custody.
• Source the

  right customer profile

  aligned with the bank's target segment.
• Engage with existing customers to

  enhance relationship value

  and wallet share.
• Contribute actively to the

  overall business performance

  of the branch.

Eligibility Criteria

• Must be a

  graduate

  in any discipline.
• Must possess a

  two-wheeler and valid driving license

  (mandatory).

• Good communication and interpersonal skills

  required.

• Open to field sales

  and on-ground customer interaction.

• Freshers and experienced candidates

  are welcome to apply.

Preferred Skills

• Sales and target orientation
• Basic understanding of banking products
• Self-motivated and energetic
• Customer-first attitude
• Team player with good collaboration skills