Sales Officer CA

Job description

• 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