- job description
position title: sales officer
business unit: consumer banking group - nds
report to: branch head/area sales manager
job purpose: to acquire casa, salary accounts and cross sell multiple banking products.
key accountability: the key accountability of the sales officer is to acquire new clients around the branch catchment area, build relationship, build liability book & generate revenue through cross sell of various banking products.
job duties and responsibilities:
• acquiring new accounts (current and savings) from branch catchment area
• quality sourcing of salary accounts from corporates
• activate accounts opened, upi linkage, m0 balance, savings balance and increase wallet share of our banking products includes insurance, mortgages, ul, sip, mf etc & manage the portfolio.
• participate in corporate induction and migration events around the catchment area
• build strong relationship with internal teams to leverage existing relationships from sme
• conduct low-cost micro marketing activities around catchment areas for lead generations
preferred qualification and experience:
• graduate/post-graduate
• 1 - 2years of relevant experience
core competencies:
• sales & networking skills
• good communication & listening skills
• goal / target oriented
• irda & amfi certification is preferred. this is a must post joining.
• excellent verbal and written communication skills
technical experience and competencies:
• banking knowledge
• computer skills and digital knowledge
• good network in the market