Sales Officer CA

SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES

Strategic/ Managerial Responsibilities

N / A

Core Responsibilities

Business Acquisition

§ Acquires new CA customers in the identified segment and reference generation from the specified catchment

§ Maintaining good relationship with the customers through regular connects and prompt redressal of any queries

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

§ Ensures proactive registration & activation of acquired customers to direct banking channels

§ Achieves and strives to exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers

Quality Focus

§ Ensures compliance towards KYC and all operational risk parameters and with Bank's policies and processes

§ Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns

§ Ensures safety and security of Bank and customer's assets

§ Ensures timely submission of MIS reports to relevant stakeholders

§ Ensures sourcing of quality current accounts – in terms of product mix, segments and constitution mix

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

Self-Management Responsibilities

§ Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.

§ Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.

§ Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.

§ Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.

Risk and Internal Control Responsibilities

§ Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.

§ Executes the established internal control systems and compiles relevant information for departmental audits, as necessary