About the role
Group Company: AU Small Finance Bank Limited
Designation: Sales Officer - DST
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*#
- Identify and engage potential customers to promote and sell the bank's financial products and services.
- Develop and maintain strong relationships with existing clients to ensure customer retention and satisfaction.
- Conduct market research to identify new business opportunities and stay updated on industry trends and competitor activities.
- Achieve and exceed monthly and quarterly sales targets set by the management.
- Collaborate with internal teams including marketing, credit, and operations to ensure seamless customer onboarding and service delivery.
- Prepare and present sales reports, forecasts, and market feedback to senior management.
- Ensure compliance with all regulatory requirements and internal policies during the sales process.
- Participate in training programs to enhance product knowledge and sales techniques.
- Resolve customer queries and issues promptly to maintain high levels of customer satisfaction.
- Represent the bank at community events and networking opportunities to enhance brand visibility.
- Financial Product Knowledge
- Customer Relationship Management (CRM)
- Sales Forecasting and Reporting
- Market Research and Analysis
- Negotiation and Closing Skills
- Regulatory Compliance
- Communication and Presentation
- Lead Generation
- Customer Service Excellence
- Team Collaboration
- Bachelor’s degree in Business Administration, Finance, or a related field.
- Minimum of 3 years of experience in sales within the financial services sector, preferably in banking.
- Proven track record of meeting or exceeding sales targets in a competitive environment.
- Strong understanding of banking products, financial regulations, and market dynamics.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to work independently as well as part of a team in a fast-paced environment.
- Proficiency in CRM software and Microsoft Office Suite.
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*#