About the role
Job Title:
Key Account Sales Officer-Retail Branch Banking
Job Details:
Business Unit: Retail Branch Banking
Team: Retail Branch Banking
Reports to: KCM / KAM
Location: PAN India
Job Function: Outbound Sales
Role Type: Individual
Direct Reportees: 0
Travel Required: Moderate
Job Band Range: S1 & S2
JD Created: 02-May-03
JD Updated: 28-Aug-25
Version No: 1.1
Job Purpose:
Source incremental accounts from corporates mapped to the KCM portfolio.
Assist customers with documentation & application formalities.
Ensure strict adherence to Know Your Customer (KYC) norms.
Explain product benefits to customers.
Cross-sell additional products with new account openings.
Achieve set productivity norms for salary account sourcing & cross-sell.
Job Responsibilities:
Ensure all documentation/account opening formalities are completed in presence.
Verify authenticity of documents & customer identity.
Ensure all mandatory fields are entered properly and documents are legible.
Ensure photograph for ID proof is clearly visible & matches AOD photo.
Ensure Tatkal kits are available for inductions.
Facilitate account opening through digital journey.
Cross-selling of various products.
Educational Qualifications:
Graduate with minimum 50% Marks.
Key Skills:
Good Team spirit
Interpersonal skills
Time / Team Working
Good communication skills
Proactive & focused approach
Experience Required:
Min. 2 to 4 Years. Banking or Financial Service industry experience.
Major Stakeholders:
Branch
Product
Marketing
Asset team
TPP team
EBFS