Sales Officer CA

Job description

Responsibilities

To introduce & acquire new CA customer in the identified segment and reference generation from the specified catchment

To ensure sourcing of quality current accounts in terms of product mix, segments and constitution mix

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)

To ensure proactive registration & activation of acquired customers to direct banking channels

To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking

To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers

To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators

To ensure quality sourcing in line with the Banks policy

To Adhere to sales process & KYC Norms of the bank

Expected CandidateAge: Minimum 25 to Maximum 30 years

ProfileEducation: Post Graduate preferred/ Graduate in any discipline from a recognized university

Past Experience:

Minimum 1 to 2 years of experience in current account acquisition

Some knowledge of the Trade & FOREX products

Past Organization:

Must necessarily come from Banking Organizations with experience in current account acquisition

Other Aspects / Skills:

Good at oral and written communication

High Sales orientation & Must be willing to take up extensive field visit

Orientation towards servicing the customer and understanding his needs is a prerequisite & Awareness of dynamics of local market

Good understanding of competitive products & their pricing