Verified Job
Accounting - Finance
Sales Officer CA
Accounting - Finance
#222190
Remote / WFH
Job Description
Responsibilities ü To introduce & acquire new CA customer in the identified segment and reference generation from the specified catchment
ü To ensure sourcing of quality current accounts - in terms of product mix, segments and constitution mix
ü To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a / c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions)
ü To ensure proactive registration & activation of acquired customers to direct banking channels
ü To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking
ü To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers
ü To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators
ü To ensure quality sourcing in line with the Banks policy
ü To Adhere to sales process & KYC Norms of the bank
Expected Candidate Age : Minimum 25 to Maximum 30 years
Profile Education : Post Graduate preferred / Graduate in any discipline from a recognized university
Past Experience :
ü Minimum 1 to 2 years of experience in current account acquisition
ü Some knowledge of the Trade & FOREX products
Past Organization :
ü Must necessarily come from Banking Organizations' with experience in current account acquisition
Other Aspects / Skills :
ü Good at oral and written communication
ü High Sales orientation & Must be willing to take up extensive field visit
ü Orientation towards servicing the customer and understanding his needs is a prerequisite & Awareness of dynamics of local market
ü Good understanding of competitive products & their pricing
ü To ensure sourcing of quality current accounts - in terms of product mix, segments and constitution mix
ü To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a / c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions)
ü To ensure proactive registration & activation of acquired customers to direct banking channels
ü To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking
ü To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers
ü To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators
ü To ensure quality sourcing in line with the Banks policy
ü To Adhere to sales process & KYC Norms of the bank
Expected Candidate Age : Minimum 25 to Maximum 30 years
Profile Education : Post Graduate preferred / Graduate in any discipline from a recognized university
Past Experience :
ü Minimum 1 to 2 years of experience in current account acquisition
ü Some knowledge of the Trade & FOREX products
Past Organization :
ü Must necessarily come from Banking Organizations' with experience in current account acquisition
Other Aspects / Skills :
ü Good at oral and written communication
ü High Sales orientation & Must be willing to take up extensive field visit
ü Orientation towards servicing the customer and understanding his needs is a prerequisite & Awareness of dynamics of local market
ü Good understanding of competitive products & their pricing
