Walk-in || Sales Officer - Corporate Salary - Retail Branch Banking

Role & responsibilities

Job Purpose

• Source incremental accounts from corporates mapped to the CSRM portfolio
• To help the customer in completing the documentation & application formalities
• To ensure strict adherence to Know Your Customer (KYC) norms 
• To explain to the customer the various benefits of the products offered by the bank
• Cross sell an additional product along with the new account opening
• To achieve the set productivity norms for salary account sourcing & cross sell

Job Responsibilities (JR):

Actionable

Primary Responsibilities

• Sales Officer is required to ensure that all documentation / account opening formalities are completed in his/her presence
• To verify the authenticity of the documents & identity of the customers
• To ensure all mandatory fields are entered properly and the account opening documents are not smudged or illegible
• Ensure that the photograph submitted for the ID proof is clearly visible & should match with the photo on the AOD
• Ensure Tatkal kits are available for the inductions
• Account opening through digital journey
• Cross sell additional product 

Others

• Good Team spirit
• Inter-personal skill
• Time / Team Working 
• Good communication skill
• Proactive & focused approach

Preferred candidate profile

Educational Qualifications 

• Graduate with minimum 50% Marks

Experience Required Fresher to 2 Years work experience in banking or financial services industry