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Job Description
Basic Information
Role/Job Title – Sales Officer – Savings Account
Place of work – Pan India
Business – Retail Banking
Function/ Department – Branch Banking
Job Purpose
The role entails direct customer interaction and is responsible for business acquisition of savings accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank – ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
Roles & Responsibilities
Acquisition of NTB Savings account customers in the identified segment and reference generation from the specified catchment area
Ensure acquisition of high quality savings accounts in terms of product mix, segments and constitution mix
Proactive registration and activation of acquired customers to direct banking channels
Meet and exceed the defined targets of new customer acquisitions month on month by analyzing transaction banking needs of the customer
Assist and support the Sales Manager in catchment mapping and scoping exercise
Provide regular feedback to SM / RM on opportunities and customer needs
Ensure adherence to selling norms and SOPs defined by the organization
Ensure strict compliance with internal guidelines and external regulations
Ensure quality sourcing in line with the Bank’s policy
High degree of market awareness and understanding of customer’s needs
Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity
Job Requirements – Academics
Graduate – Any
Experience
0-4 years