About the role

Group Company: AU Small Finance Bank Limited

Designation: Sales and Service Officer

Office Location:

Position description: #*Position description*#

Primary Responsibilities: #*Primary Responsibilities*#

Additional Responsibilities: #*Additional Responsibilities*#

Reporting Team

Reporting Designation: #*Reporting Designation*#
Reporting Department: #*Reporting Department*#

Educational qualifications preferred

#*Education and Experience*#

Category: #*Category*#
Field specialization: #*Field specialization*#
Degree: #*Degree*#
Academic score: #*Academic score*#
Institution tier: #*Institution tier*#

Required Certification/s: #*Required Certification/s*#

Required Training/s: #*Required Training/s*#

Required work experience

Industry: #*Industry*#
Role: #*Role*#
Years of experience: #*Years of experience*#

Job Brief:- AU Small Finance Bank Limited is seeking a dedicated and proactive professional to join our Sales and Service department. This role is pivotal in driving customer acquisition, enhancing client relationships, and delivering exceptional financial service solutions. The ideal candidate will possess a strong understanding of financial products, excellent communication skills, and the ability to work collaboratively within a dynamic banking environment. This position demands a results-oriented individual who can effectively manage sales targets while ensuring superior customer service, contributing to the bank's growth and reputation in the financial services industry. Responsibilities:-

Identify and engage potential customers to promote and sell the bank’s financial products and services.
Build and maintain strong relationships with existing clients to ensure high levels of customer satisfaction and retention.
Conduct detailed needs analysis to recommend appropriate banking solutions tailored to individual customer requirements.
Achieve and exceed monthly and quarterly sales targets set by the management.
Provide accurate and timely information to customers regarding product features, benefits, and terms and conditions.
Collaborate with internal teams to resolve customer queries and issues efficiently, ensuring a seamless service experience.
Maintain up-to-date knowledge of industry trends, competitor offerings, and regulatory changes affecting financial products.
Prepare and submit regular sales reports and customer feedback to senior management for strategic decision-making.
Ensure compliance with all banking regulations, policies, and procedures during all customer interactions and transactions.
Participate in training programs and workshops to continuously enhance product knowledge and sales techniques.

Skill:-

Financial Product Knowledge
Customer Relationship Management (CRM)
Sales Target Achievement
Needs Analysis
Regulatory Compliance
Effective Communication
Problem Solving
Report Preparation
Negotiation Skills
Time Management

Preferred Qualifications:-

Bachelor’s degree in Finance, Business Administration, or a related field from a recognized university.
Minimum of 2-3 years of experience in sales and customer service within the financial services or banking sector.

Key Performance Indicators: #*Key Performance Indicators*#

Required Competencies: #*Required Competencies*#

Required Knowledge: #*Required Knowledge*#

Required Skills: #*Required Skills*#

Required abilities

Physical: #*Physical*#
Other: #*Other*#

Work Environment Details: #*Work Environment Details*#

Specific requirements

Travel: #*Travel*#
Vehicle: #*Vehicle*#
Work Permit: #*Work Permit*#

Other details

Pay Rate: #*Pay Rate*#
Contract Types: #*Contract Types*#
Time Constraints: #*Time Constraints*#
Compliance Related: #*Compliance Related*#
Union Affiliation: #*Union Affiliation*#

Sales and Service Officer

About the role

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