Field Sales Executive
Published date: 2024/01/10
- Location: Pune, Maharashtra, India
What you’ll do
Position Title: CEP Personal Banker
Business Unit: National Distribution Structure
Report To: Branch Manager & to RSM
Job Purpose: To build very strong connects with Corporates and source salary accounts
Key Accountability: The key accountability of sales officers is source quality salary accounts and cross sell various banking products
Job Duties and Responsibilities:
Quality sourcing of salary accounts from empaneled corporates
Managing salary portfolio, UPI Linkage, M0 Balance , Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP etc.
Ensure 100% salary credits in all accounts sourced within M+1 month
Corporate employee engagement activities
Participate in corporate induction and migration events
Resolve salary account related queries within stipulated time & provide feedback to supervisor
Preferred Qualification and Experience: Graduate/Post-graduate with min 1-5 years of relevant experience
Core Competencies:
Ready to travel and goal oriented
Must be a good listener and presenter
Excellent verbal and written communication skills
Technical Experience and Competencies:
Deep Banking knowledge
Good network in the market
Computer and digital savvy
Role: Personal BankerIndustry Type: BankingDepartment: BFSI, Investments & TradingEmployment Type: Full Time, PermanentRole Category: Banking OperationsEducationUG: Any GraduatePG: Any Postgraduate Roles and Responsibilities
Position Title: CEP Personal Banker
Business Unit: National Distribution Structure
Report To: Branch Manager & to RSM
Job Purpose: To build very strong connects with Corporates and source salary accounts
Key Accountability: The key accountability of sales officers is source quality salary accounts and cross sell various banking products
Job Duties and Responsibilities:
Quality sourcing of salary accounts from empaneled corporates
Managing salary portfolio, UPI Linkage, M0 Balance , Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP etc.
Ensure 100% salary credits in all accounts sourced within M+1 month
Corporate employee engagement activities
Participate in corporate induction and migration events
Resolve salary account related queries within stipulated time & provide feedback to supervisor
Preferred Qualification and Experience: Graduate/Post-graduate with min 1-5 years of relevant experience
Core Competencies:
Ready to travel and goal oriented
Must be a good listener and presenter
Excellent verbal and written communication skills
Technical Experience and Competencies:
Deep Banking knowledge
Good network in the market
Computer and digital savvy
Role: Personal BankerIndustry Type: BankingDepartment: BFSI, Investments & TradingEmployment Type: Full Time, PermanentRole Category: Banking OperationsEducationUG: Any GraduatePG: Any Postgraduate Roles and Responsibilities
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