Job Description
SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES
Strategic/ Managerial Responsibilities
N / A
Core Responsibilities
Business Acquisition
§ Acquires new CA customers in the identified segment and reference generation from the specified catchment
§ Maintaining good relationship with the customers through regular connects and prompt redressal of any queries
§ Assists the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking
§ Ensures proactive registration & activation of acquired customers to direct banking channels
§ Achieves and strives to exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers
Quality Focus
§ Ensures compliance towards KYC and all operational risk parameters and with Bank's policies and processes
§ Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns
§ Ensures safety and security of Bank and customer's assets
§ Ensures timely submission of MIS reports to relevant stakeholders
§ Ensures sourcing of quality current accounts – in terms of product mix, segments and constitution mix
§ Abides strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators
Self-Management Responsibilities
§ Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
§ Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
§ Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.
§ Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.
Risk and Internal Control Responsibilities
§ Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
§ Executes the established internal control systems and compiles relevant information for departmental audits, as necessary
Strategic/ Managerial Responsibilities
N / A
Core Responsibilities
Business Acquisition
§ Acquires new CA customers in the identified segment and reference generation from the specified catchment
§ Maintaining good relationship with the customers through regular connects and prompt redressal of any queries
§ Assists the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking
§ Ensures proactive registration & activation of acquired customers to direct banking channels
§ Achieves and strives to exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers
Quality Focus
§ Ensures compliance towards KYC and all operational risk parameters and with Bank's policies and processes
§ Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns
§ Ensures safety and security of Bank and customer's assets
§ Ensures timely submission of MIS reports to relevant stakeholders
§ Ensures sourcing of quality current accounts – in terms of product mix, segments and constitution mix
§ Abides strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators
Self-Management Responsibilities
§ Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
§ Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
§ Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.
§ Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.
Risk and Internal Control Responsibilities
§ Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
§ Executes the established internal control systems and compiles relevant information for departmental audits, as necessary
💡 Quick Summary
Seeking a career-building opportunity? The Sales Officer CA position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad 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.