Role Overview:
- The Sales Officer is responsible for acquiring new Savings Account (SA) customers from the designated segment and catchment area. The role involves quality sourcing, ensuring customer onboarding and activation, promoting digital channel usage, and meeting defined acquisition targets while strictly adhering to compliance and KYC norms.
Key Responsibilities:
Customer Acquisition
- Introduce and acquire new Savings Account (SA) customers from the targeted segment and identified catchment area
- Generate leads and referrals through field activities and local engagement initiatives
Quality Sourcing
- Ensure sourcing of high-quality SA accounts as per product mix, customer segment, and constitution guidelines
- Maintain compliance with internal policies and regulatory norms during sourcing
Onboarding & Activation
- Guide customers with accurate product information and documentation during onboarding
- Ensure timely account opening (within TAT) and M+1 activation
- Familiarize new customers with branch service processes and assigned Relationship Manager
- Monitor welcome kit delivery and encourage repeat funding and account usage
Digital Enablement
- Drive proactive registration and activation of acquired customers on direct banking channels (Mobile/Net Banking)
Catchment Scoping & Market Feedback
- Support the Customer Service Leader (CSL) in catchment mapping and local market analysis
- Share insights and feedback on customer needs, opportunities, and competitor activities
Target Achievement
- Meet and exceed monthly targets for new customer acquisition by analyzing and addressing transaction banking needs
Compliance & Process Adherence
- Adhere strictly to organizational selling norms and internal/external regulatory guidelines
- Follow the defined sales process and ensure full KYC compliance for all new accounts
