Sales Officer

1 - 5 years

3 - 9 Lacs

Posted:13 hours ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Roles & Responsibilities:

Customer Acquisition

  • Acquire new Savings Account (SA) customers from the designated segment and generate referrals from the assigned catchment area
  • Ensure sourcing of quality SA accounts in alignment with the bank's product mix, customer segments, and constitution guidelines

Customer Onboarding & Activation

  • Provide proper guidance to customers regarding product features, required documentation, and account usage
  • Ensure account opening within defined TAT and M+1 activation by encouraging repeat funding and business transactions
  • Facilitate customer familiarization with branch services, relationship managers, and digital banking processes
  • Drive proactive registration and activation of customers for direct banking channels

Market Scoping & Feedback

  • Support the Catchment Sales Leader (CSL) in catchment mapping and opportunity scoping
  • Provide regular feedback on customer needs, competitor benchmarking, and market trends

Target Achievement & Sales Quality

  • Meet and exceed monthly new customer acquisition targets by understanding and analyzing customers transaction banking needs
  • Maintain compliance with internal sales processes, selling norms, and guidelines prescribed by regulators
  • Ensure quality sourcing in line with bank policy and adherence to KYC and AML norms

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