Sales Officer CA

Belagavi, India

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Team: Acquisition and Product Cross Sell Business
Posted: 16 Apr 2024

About the role

üTo introduce & acquire new CA customer in the identified segment and reference generation from the specified catchment üTo ensure sourcing of quality current accounts – in terms of product mix, segments and constitution mix üTo 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) üTo ensure proactive registration & activation of acquired customers to direct banking channels üTo assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking üTo meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers üTo abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators üTo ensure quality sourcing in line with the Banks policy üTo Adhere to sales process & KYC Norms of the bank

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