Job Description
Job Purpose: To primarily acquire Savings Accounts & Current Accounts and cross sell multiple banking products.
Key Accountability: The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products.
Job Duties and Responsibilities:
• Acquiring new Savings accounts & current accounts from branch catchment area
• Conduct low-cost micro marketing activities around catchment areas for lead generations
• Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.
• Build strong relationship with internal teams to leverage existing relationships from SME
Core Competencies:
• Sales & Networking Skills
• Good Communication & Listening Skills
• Goal / Target oriented
• IRDA & AMFI certification is preferred. This is a must post joining.
• Excellent verbal and written communication skills
Technical Experience and Competencies:
• Banking knowledge
• Computer Skills and digital knowledge
• Good network in the market
Key Accountability: The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products.
Job Duties and Responsibilities:
• Acquiring new Savings accounts & current accounts from branch catchment area
• Conduct low-cost micro marketing activities around catchment areas for lead generations
• Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.
• Build strong relationship with internal teams to leverage existing relationships from SME
Core Competencies:
• Sales & Networking Skills
• Good Communication & Listening Skills
• Goal / Target oriented
• IRDA & AMFI certification is preferred. This is a must post joining.
• Excellent verbal and written communication skills
Technical Experience and Competencies:
• Banking knowledge
• Computer Skills and digital knowledge
• Good network in the market
💡 Quick Summary
Seeking a career-building opportunity? The Seekers for | Assistant Officer|Sales position is now open for candidates interested in the Bank Jobs sector. This role in Pune 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.
