About the role
Job Title: Corporate Sales Officer-Commercial Cards-CPS Credit Cards
Job Details:
Business Unit: Credit Cards
Team: Credit Cards
Reports to: Business & Prepaid Sales Manager
Location: Multi-Locations
Job Function: Sourcing Commercial Card to corporate
Role Type: Individual
Travel Required: Customer Visits
Job Band Range: S1-S2
JD Created Date: 19-Feb-20
JD Updated Date: 14-May-24
Version No: 1.1
Job Purpose: To source business from Branch Customer base, HNW of the Branch, Open Market, VFS/BLS Customers, and to process customer applications, including KYC document collection, validation, and submission.
Job Responsibilities:
Sourcing Business:
Visit VFS/BLS centers and Bank branches daily to interact with customers and pitch Prepaid/Business cards and cross-sell products.
Work closely with Sales Manager/VFS/BLS/Branch Staff, including RMs.
Source business from allocated branches, customer base, HNW, Open Market, and VFS/BLS Customers.
Meet assigned targets.
Conduct events/displays at branches, corporates, and malls.
Submit Daily Sales reports.
KYC Documents:
Ensure all documents, including KYC, are checked in originals; sign OSV only after checking originals.
Visit customer's residence/office to collect documents as per policy and log the file (submit to CPA or RM, PB).
Collect post-disbursement documents as required.
Customer Application Processing:
Successfully implement and follow laid down bank processes.
Other Responsibilities:
Call customers and drive reloads via physical and digital modes (Mobile Banking, Quick Reload, Net Banking, Prepaid Net Banking).
Meet/call customers for cross-selling designated products.
Build customer relationships to ensure satisfaction and generate future business.
Educational Qualifications:
Graduate/Post Graduate with 50% & More.
Key Skills:
Good Team spirit
Interpersonal skills
Time / Team Management
Good communication skills in English, Hindi/local language
Proactive & focused approach
Experience Required:
1 Year to 3 Years
Major Stakeholders:
CPA
Operation Team