- Accountable for meeting sales targets (No. and value) as per the defined scorecard
Primary Responsibilities:
- Acquire CASA and liability accounts through cold calling, market references, and walk-ins.
- Drive cross-selling of banking products and services to existing and new customers.
- Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs.
- Achieve monthly and quarterly sales targets as defined in the performance scorecard.
- Ensure growth in customer base and deepening of existing relationships through effective portfolio management.
Additional Responsibilities:
- Implement branch-level sales and marketing activities to support overall business growth and brand visibility.
- Drive liability acquisition by building and maintaining strong customer relationships.
- Source new customers through multiple channels including local campaigns, walk-ins, customer referrals, industry associations, and market networking.
- Ensure timely and accurate opening of accounts, providing a seamless onboarding experience for new-to-bank (NTB) customers.
- Support overall branch performance by contributing to both customer service and compliance standards.
- Maintain high levels of customer satisfaction and ensure prompt resolution of queries or issues.
- Ensure adherence to internal processes, audit requirements, and regulatory guidelines.
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
Required work experience
- Industry: BFSI
- Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer
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: - ownership and accountability for results
- Customer-centric mindset and actions
- adept at handling digital business apps and software
- hard work and detail-orientation
- eager to learn and grow as a banking professional
- positive mindset, ethical and high integrity
- Bias for Action and Urgency
Required Knowledge: - Aptitude for lead generation
- Target Market Knowledge - Local Area geography familiarity
- Familiarity with Digital applications
- Detailed data collection/recording
Required Skills: - Professional Communication - Regional language proficiency, verbal and written fluency, soft-spoken
- Relationship Management - Client-Centric Approach, respectful
- Sales Forecasting & Reporting
Required abilities
Physical: - Physical fitness
- Mental agility
- Ability to do extensive field travel/work
- Ability to handle work pressure and demanding clients
Other:
- Valid Two-Wheeler Driving License
- Personal 2-wheeler
- Own Smartphone
- track record of past employment
- Positive reference check and clear civil report
Work Environment Details: 90% - Field, 10% - Office
Specific requirements
- Travel: High
- Vehicle: 2-wheeler
Time Constraints: Flexibile workhours as per business requirement
Compliance Related: - Aherence to Code of Conduct policy of the bank
- Non-disclosure of confidential information about bank, clients
- Responsible handling of bank assets s.a. ID Card, SIM, Marketing material, digital devices, Receipt book etc.
- Ensure adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) guidelines during all customer onboarding and account-opening processes.
Office Location: Ab Road Indore Indore , Adyar Chennai Chennai , Ahmedabad Prahlad Nagar Ahmedabad , Ambabari Jaipur Jaipur , Andheri Chakala Mumbai Mumbai , Andheri Lokhandwala Mumbai , Ashok Nagar 6th Avenue Chennai , Ashok Vihar Delhi Delhi , Ashram Road Ahmedabad Ahmedabad , Aundh Pune Pune , Avinashi Road Coimbatore Coimbatore , Bahadurgarh Bahadurgarh , Ballygunge Kolkata Kolkata , Bangalore Hsr Layout Bengaluru , Bangur Avenue Kolkata , Bank Centre Indore Indore , Bapu Nagar Jaipur Jaipur , Bellandur Bengaluru , Bengaluru_Residency Road Bengaluru , Besant Nagar 2Nd Avenue Chennai , Bhanwar Kuan Road Indore Indore , Bharathi Street Puducherry Puducherry , Bhopal Arera colony Bhopal , Bhubaneswar Odisha , Boisar Boisar , Bombay Motors Jodhpur Jodhpur , Boring Road Patna Patna , Borivali Mumbai Mumbai , Burrabazar Kolkata Kolkata , Chakrata Road Dehradun Dehradun , Chennai Nungambakkam Chennai , Chhatrapati Sambhaji Nagar Aurangabad , Chitrakoot Jaipur Jaipur , Civil Lines Prayagraj Prayagraj , Dadar East TT Circle Mumbai , Dalhousie-Kolkata Kolkata , Daryaganj Central Delhi , Dcm Jaipur Jaipur , Delhi Defence Colony Delhi , Delhi Greater Kailash Delhi , Delhi Green Park Delhi , Delhi Lajpat Nagar Ro Delhi , Exhibition Road Patna Patna , Fancy Bazaar Guwahati Guwahati , Faridabad Faridabad , Fc Road Pune Pune , Fort Mumbai Mumbai , G S Road Guwahati Guwahati , Gopalpura Bypass Jaipur Jaipur , Gwalior Gwalior , Heerapath Mansarover Jaipur Jaipur , Himayat Nagar Hyderabad Hyderabad , Howrah Howrah , Hrbr Layout Bengaluru Bengaluru , Indira Nagar Cmh Road Bangalore Bengaluru , Indore Jawahar Marg Indore , Indore Mg Road Indore , Jawahar Nagar Jaipur Jaipur , Jayanagar Bengaluru Bengaluru , Johari Bazar Jaipur Jaipur , Jp Nagar Bengaluru Bengaluru , Jubilee Hills Hyderabad Hyderabad , K K Road Kottayam Kottayam , Kalabhadevi Mumbai Mumbai , Kalwar Road Jaipur Jaipur , Kalyan Kalyan , Kandivali West M G Road Mumbai , Kankurgachi Kolkata Kolkata , Karnal Urban Estate Karnal , Kharghar Mumbai Mumbai , Kilpauk Balfour Road Branch Chennai , Kolkata Salt Lake Kolkata , Koramangala Bengaluru Bengaluru , Lalpur Ranchi Ranchi , Laxmi Nagar Delhi Delhi , Link Road Cuttack Cuttack , Lucknow Asset Centre Lucknow , Lucknow Hazratganj Lucknow , Magarpatta Pune Pune , Mahavir Nagar- Kandivali West Mumbai , Mahesh Nagar Jaipur Jaipur , Malviya Nagar Jaipur Jaipur , Mansarovar Madhyam Marg Jaipur Jaipur , Marathahalli Bengaluru Bengaluru , Mayur Vihar New Delhi , Mira Road Thane Thane , Mount Road Chennai Chennai , Mp Nagar Bhopal Bhopal , Mumbai Andheri Four Bungalows Mumbai , Mumbai Corporate Office BKC Mumbai , Mumbai Ghatkopar East Mumbai , Mumbai Mulund West Mumbai , Mylapore Chennai , NTR Circle Vijayawada Vijayawada , Nagole Road Kothapet Hyderabad , Nagpur Nagpur , Nagpur Shankar Nagar Nagpur , Nai Sadak Jodhpur Jodhpur , Nakkalagutta Warangal Warangal , Nashik Nashik , New Friends Colony Delhi Delhi , Noida Gautam Buddha Nagar , Palarivattom Kochi , Panipat Panipat , Parrys Chennai , Pimpri Pune Pimpri , Pon Nagar Tiruchirappalli Tiruchirappalli , Powai Hiranandani Mumbai , Prashant Vihar Delhi Delhi , Pratap Nagar Jaipur Jaipur , Pune East Street Camp Pune , Pune Kothrud Pune , Pune RO Pune , Pwd Colony Jodhpur Jodhpur , Raisen Road Bhopal Bhopal , Raj Nagar Ghaziabad Ghaziabad , Rajkot Bhaktinagar Rajkot , Ramdaspeth Nagpur Nagpur , Ranipet Kellys Road Ranipet , Ranjeet Hanuman Road Indore Indore , Ring Road Surat Surat , Road No.1 Banjara Hills Hyderabad , SV Road Mumbai Mumbai , Saibaba Colony Coimbatore Coimbatore , Santacruz Mumbai Mumbai , Sarat Bose Road Kolkata Kolkata , Seawood Navi Mumbai Navi Mumbai , Sector 18 Noida Noida , Shivamogga Shimoga , Shyam Bazar Kolkata Kolkata , Shyam Nagar Jaipur Jaipur , Sion East Mumbai Mumbai , Sonpat Stand Rohtak Rohtak , Sowcarpet NSC Bose Road Chennai , Supela Bhilai Bhilai , Surat Adajan Surat , Talwandi Circle Kota Kota , Thane Ram Maruti Mumbai Mumbai , Urban Estate Gurugram Gurugram , Vaishali Nagar Jaipur Jaipur , Vakkil New Street Madurai Madurai , Vasai Vasai , Vasai West Asset Center Vasai , Vashi Navi Mumbai , Vile Parle East Mumbai Mumbai , Vileparle West Juhu Mumbai , Viman Nagar Pune Pune , Vki Jaipur Jaipur , Wakad Pune Pune , Worli Mumbai Mumbai , Yamuna Vihar Delhi Delhi , Zirakpur Raksha Business Centre Zirakpur
