Sales Officer CA

Responsibilities ü To introduce & acquire new CA customer in the identified segment and reference generation from the specified catchment

ü To ensure sourcing of quality current accounts - in terms of product mix, segments and constitution mix

ü To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a / c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions)

ü To ensure proactive registration & activation of acquired customers to direct banking channels

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

ü To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers

ü To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators

ü To ensure quality sourcing in line with the Banks policy

ü To Adhere to sales process & KYC Norms of the bank

Expected Candidate Age : Minimum 25 to Maximum 30 years

Profile Education : Post Graduate preferred / Graduate in any discipline from a recognized university

Past Experience :

ü Minimum 1 to 2 years of experience in current account acquisition

ü Some knowledge of the Trade & FOREX products

Past Organization :

ü Must necessarily come from Banking Organizations' with experience in current account acquisition

Other Aspects / Skills :

ü Good at oral and written communication

ü High Sales orientation & Must be willing to take up extensive field visit

ü Orientation towards servicing the customer and understanding his needs is a prerequisite & Awareness of dynamics of local market

ü Good understanding of competitive products & their pricing