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