Sales Officer

Roles & Responsibilities:

Customer Acquisition

• Acquire new Savings Account (SA) customers from the designated segment and generate referrals from the assigned catchment area
• Ensure sourcing of quality SA accounts in alignment with the bank's product mix, customer segments, and constitution guidelines

Customer Onboarding & Activation

• Provide proper guidance to customers regarding product features, required documentation, and account usage
• Ensure account opening within defined TAT and M+1 activation by encouraging repeat funding and business transactions
• Facilitate customer familiarization with branch services, relationship managers, and digital banking processes
• Drive proactive registration and activation of customers for direct banking channels

Market Scoping & Feedback

• Support the Catchment Sales Leader (CSL) in catchment mapping and opportunity scoping
• Provide regular feedback on customer needs, competitor benchmarking, and market trends

Target Achievement & Sales Quality

• Meet and exceed monthly new customer acquisition targets by understanding and analyzing customers transaction banking needs
• Maintain compliance with internal sales processes, selling norms, and guidelines prescribed by regulators
• Ensure quality sourcing in line with bank policy and adherence to KYC and AML norms