Job Description
Job Responsibilities(JR) :
Actionable
Business Objectives
Source incremental accounts from corporates mapped to the KCM portfolio
Draw a monthly plan to achieve allocated targets and review daily performance with KCM
Conduct Inductions / Account opening desks and make presentations on the salary offer for the corporate
Collect information on Competition share and review with KCM
Ensure Tatkal kits are available for the inductions
Identify senior management employees, pitch our offer and open accounts
• Share the list with KCM for racing to managed program / premier acquisition
Ensure all new accounts get activated with salary credit
Achieve allocated plan for NAV and identify corporates where there is a concern
Ensure bundling of products at account opening (minimum 2 convenience and 2 income products per customer)
Generate leads for FD/RD, HSL, Demat, CC, Mutual Funds, Insurance, ISA, PL, AL, HL, TWL, Gold Loan and other products for Xsell
Conduct activities/events at corporates
Ensure high visibility at corporate premises - via emailers, poster display, banner display, leaflet / one pager distribution, etc
Review performance on score card vis a vis peer group and identify areas of improvement and discuss action plans with KCM
Service Delivery
CSO to monitor account opening TAT and ensure FTNR is within benchmark
Ensure all queries related to account opening are resolved within agreed timelines
Communicate to the employees the requirements of KYC documents (as per the approved account opening process)
Resource Management & Productivity
KCSO to review and ensure actual Sales Officer Team staffing v/s plan
KCSO needs to ensure that supporting Officer have clarity on their key result areas and are fulfilling the Job Role
Guide, supervise and drive the team to achieve business objectives
Ensure respective sales Officer are updated on account opening process / documentation / product features and corporate offers
Ensure Sales Officer follow discipline at the corporate premises
Draw out monthly plan for each resource in the team, monitor performance and ensure productivity of the team
Under Farming & Hunting Initiatives, KCSO will have primary focus on be acquiring new accounts of existing corporates
Actionable
Business Objectives
Source incremental accounts from corporates mapped to the KCM portfolio
Draw a monthly plan to achieve allocated targets and review daily performance with KCM
Conduct Inductions / Account opening desks and make presentations on the salary offer for the corporate
Collect information on Competition share and review with KCM
Ensure Tatkal kits are available for the inductions
Identify senior management employees, pitch our offer and open accounts
• Share the list with KCM for racing to managed program / premier acquisition
Ensure all new accounts get activated with salary credit
Achieve allocated plan for NAV and identify corporates where there is a concern
Ensure bundling of products at account opening (minimum 2 convenience and 2 income products per customer)
Generate leads for FD/RD, HSL, Demat, CC, Mutual Funds, Insurance, ISA, PL, AL, HL, TWL, Gold Loan and other products for Xsell
Conduct activities/events at corporates
Ensure high visibility at corporate premises - via emailers, poster display, banner display, leaflet / one pager distribution, etc
Review performance on score card vis a vis peer group and identify areas of improvement and discuss action plans with KCM
Service Delivery
CSO to monitor account opening TAT and ensure FTNR is within benchmark
Ensure all queries related to account opening are resolved within agreed timelines
Communicate to the employees the requirements of KYC documents (as per the approved account opening process)
Resource Management & Productivity
KCSO to review and ensure actual Sales Officer Team staffing v/s plan
KCSO needs to ensure that supporting Officer have clarity on their key result areas and are fulfilling the Job Role
Guide, supervise and drive the team to achieve business objectives
Ensure respective sales Officer are updated on account opening process / documentation / product features and corporate offers
Ensure Sales Officer follow discipline at the corporate premises
Draw out monthly plan for each resource in the team, monitor performance and ensure productivity of the team
Under Farming & Hunting Initiatives, KCSO will have primary focus on be acquiring new accounts of existing corporates
💡 Quick Summary
Seeking a career-building opportunity? The RBB|Key Corporate Sales Officer Apply position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
