Sales Officer- Corporate Salary

Job Purpose

To drive the acquisition and relationship management of salary accounts by onboarding employees from corporate tie-ups, ensuring superior service delivery, cross-selling relevant banking products, and ensuring adherence to compliance norms.

Key Responsibilities

1. Salary Account Acquisition & Onboarding

• Drive sourcing of new salary accounts from assigned corporate clients.
• Conduct onboarding sessions for new joinees to explain salary account features and digital offerings.
• Ensure timely and error-free account opening and activation.

2. Relationship Management

• Act as the single point of contact for salary account holders.
• Build and manage relationships with key HR personnel of corporate clients.
• Engage regularly with account holders to ensure stickiness and usage.

3. Cross-Selling Bank Products

• Promote and sell relevant banking products such as:
• Credit cards
• Personal loans
• Fixed deposits
• Mutual funds and insurance
• Achieve monthly sales and cross-sell targets.

4. Customer Service & Retention

• Resolve queries related to salary credits, debit cards, net banking, and mobile banking.
• Proactively follow up to ensure customer satisfaction and long-term retention.
• Minimize account dormancy and attrition through regular engagement.

5. Compliance & Documentation

• Ensure all customer documentation is complete and complies with KYC/AML norms.
• Maintain audit-ready documentation and follow internal processes meticulously.

Eligibility Criteria

• Education: Graduate (any stream); MBA preferred
• Experience: 1–3 years in BFSI sales preferred (freshers with strong communication skills can also apply)
• Other Requirements:
• Willingness to travel locally for corporate visits
• Strong negotiation and interpersonal skills

Key Skills

• Excellent Communication & Presentation Skills
• Sales-Oriented Mindset
• Strong Knowledge of Banking Products & Digital Services
• Good Understanding of KYC and Compliance Norms
• Relationship Management & Customer Focus
• Proficiency in MS Office and CRM Tools