Sales Officer CA

To introduce & acquire
new CA customer in the identified segment and reference generation from
the specified catchment

ü To ensure sourcing of quality
current accounts – in terms of product mix, segments and constitution mix

ü 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)

ü To ensure proactive
registration & activation of acquired customers to direct banking
channels

ü To assist the Business
Relationship Leader in catchment mapping & scoping exercise and provide
regular feedback to BRL / BBL on opportunities / customer needs / competition
benchmarking

ü To meet & exceed the
defined targets of new customer acquisition month on month by analyzing
transaction banking needs of the customers

ü To abide strictly with the
selling norms defined by the organization and adherence to guidelines by
internal & external regulators

ü To ensure quality sourcing in
line with the Banks policy

ü To Adhere to sales process
& KYC Norms of the bank