Grade Band: Junior Management (Con/Exe/AM/DM)
BU/Function : Consumer Banking
Role Details
• Responsible for acquiring new to bank clients & cross sell products to existing clients of the bank. Needs to ensure that the profile of clients acquired for the bank, are as per the bank standards.
Overall Job Description
• Acquiring New To Bank clients by meeting clients & convincing them to open a bank account (CASA).
• Ensuring that the profile of such clients are as per the bank standards.
• Checking KYC documents on new client Account opening forms.
• Onboarding of new acquired clients by providing them with required kit (cheque book/ debit card).
• Activating them on mobile banking / Net banking, so that the client can start using his account.
• Business lead generation through marketing activities / tele-calling.
• Cross-selling products to the previously acquired clients.
• Converting business via the campaign leads provided.
• Ensuring that the client acquired maintain the minimum AMB.
• Increase the no. of sales transactions Mobile / Net-banking / POS.
Education and Work Experience Requirements: EDUCATION
Essential requirement: Graduate (from an AICTE/UGC affiliated school/university)
Preferred: Post Graduate WORK EXPERIENCE
Essential requirement: 0-5 years (2-3 years BFSI industry experience preferred)
Any specific requirements
• Understanding of KYC Norms
Desired Behavioral / Functional Traits
• Proficient in local language & English.
• Service attitude & Customer centric approach.
• Highly sales orientated.
• Proactive in achieving the sales target.
Age Range – Above 21 & Below 30
