Sales Officer CA
Published date: 2026/11/09
- Location: Ernakulam, Kerala, India
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
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
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