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Verified Job Accounting - Finance

Bank Sales Officer Retail Branch Banking

Thane, Maharashtra
Accounting - Finance
#339550
Remote / WFH

Job Description

A Sales Officer is the face of a bank. The primary role of a Sales Officer would be, acquisition of customers for CASA (Current Account Saving Account) from the local market and selling cross selling banking third party financial products, to them. He has to maintain a good relationship with new existing customers and ensure all their queries and problems are resolved. He would ensure that all the banking norms and regulations are met in the process of acquisition servicing.

Type

2 Years Fixed Term Contract on the payroll of the Bank (Contract renewed based on performance).

Objective

Providing support to branch profitability by selling bank product saving current account through different acquisition channels in the catchment area.

Eligibility
• Age: 20-28.
• Any Graduate with 0-3 years of work experience in sales.
• Successful completion of FLIP Branch Sales Officer Certification Program.

CTC Details
• Salary Range: Graduates INR 1.20 to 1.44 Lakhs ; Post Graduates INR 1.44 to 1.68 Lakhs (Depending upon no. of years relevant work experience education.)
• Other Benefits: Self medi-claim benefit of INR 50,000/-
• Performance Incentives: Monthly
• Statutory Benefits: Employee Provident Fund and Paid Leave- 25 days calendar year (after completion of 6 months from Date of Joining.)

Preferences
• Two wheeler with valid license.
• Local residence

Responsibilities
• To acquire saving current accounts for Resident / Non-resident Indians.
• To make sure about the quality of newly acquired customers.
• To source Fixed Deposits (FDs) for the existing as well as the new customers.
• To acquire more customers by doing cold calls, meeting walk-ins, associates, referrals from other customers, through emails, direct mails, ATMs etc.
• To give the best service to all the customers.
• Meeting productivity norms as defined through support of channels own efforts.
• Strictly adhere maintain KYC norms compliance.
• Adhere to the norms, regulations practices of banks religiously and resolve customers` queries and problems.

Key Tasks
• Cold calling and getting appointments
• Generating and maintaining database
• Understanding customer requirements
• Explaining the products as per requirement
• New customer acquisition and customer retention
• Resolving customers queries and problems

Skill Set
• Honesty and Integrity.
• Hard and Smart working.
• Go getter attitude.
• Ability to convince and influence.
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