Group Company: AU Small Finance Bank Limited Designation: Senior Bank Officer Branch Banking Office Location: Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities 1. Acquire CASA and liability accounts through cold calling, market references, and walk-ins.

- Drive cross-selling of banking products and services to existing and new customers.
- Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs.
- Achieve monthly and quarterly sales targets as defined in the performance scorecard.
- Ensure growth in customer base and deepening of existing relationships through effective portfolio management.

Additional

Responsibilities 1.Implement branch-level sales and marketing activities to support overall business growth and brand visibility.

- Drive liability acquisition by building and maintaining strong customer relationships.
- Source new customers through multiple channels including local campaigns, walk-ins, customer referrals, industry associations, and market networking.
- Ensure timely and accurate opening of accounts, providing a seamless onboarding experience for new-to-bank (NTB) customers.
- Support overall branch performance by contributing to both customer service and compliance standards.
- Maintain high levels of customer satisfaction and ensure prompt resolution of queries or issues.
- Ensure adherence to internal processes, audit requirements, and regulatory guidelines.

Reporting Team Reporting Designation: Reporting Department:



Educational Qualifications Preferred Bachelor of Applied Science - BASc, Bachelor of Architecture - BArch, Bachelor of Arts - BA, Bachelor of Business Administration - BBA, Bachelor of Commerce - BCom, Bachelor of Education - BEd, Bachelor of Engineering - BE, Bachelor of Fine Arts - BFA, Bachelor of Laws - LLB with specialization in Banking and Financial Support services, Banking, corporate, finance and securities law and experience between 0.5 - 3 years

Category: Field specialization: Degree: Academic score: Institution tier: Required Certification/s Required Training/s: Required Work Experience Industry: BFSI

Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer

Years of experience: 0 to 3 Key Performance Indicators: Business Volume, Acquisition Targets, Average Ticket Size, Boarding Rate, Lead Conversion Rate, Cross-Sell Ratio, Customer Retention Rate, Referral Generation, Campaign Effectiveness, Onboarding Satisfaction Rate, Account Opening Turnaround Time.

Required Competencies: 1. ownership and accountability for results 2. Customer-centric mindset and actions 3. adept at handling digital business apps and software 4. hard work and detail-orientation 5.



eager to learn and grow as a banking qualified 6. positive mindset, ethical and high integrity 7.

Bias for Action and Urgency Required Knowledge: 1. Aptitude for lead generation 2.

Target Market

Knowledge - Local Area geography familiarity 3. Familiarity with Digital applications 5.

Detailed data collection/recording Required Skills: 1.

Professional

Communication - Regional language proficiency, verbal and written fluency, soft-spoken 2.

Relationship

Management - Client-Centric Approach, respectful 3.

Sales

Forecasting & Reporting Required Abilities Physical: 1. Physical fitness 2. Mental agility 3. Ability to do extensive field travel/work 4. Ability to handle work pressure and demanding clients

Other: 1.

Valid

Two-Wheeler Driving License 2. Personal 2-wheeler 3. Own Smartphone 4. track record of past employment 5. Positive reference check and clear civil report Work Environment Details: 90% - Field, 10% - Office Specific Requirements Travel: High

Vehicle: 2-wheeler

Work Permit: Other Details Pay Rate: Contract Types: Permanent

Time Constraints: Flexibile workhours as per business requirement

Compliance Related: 1. Aherence to Code of Conduct policy of the bank 2. Non-disclosure of confidential information about bank, clients 3. Responsible handling of bank assets s.a. ID Card, SIM, Marketing material, digital devices, Receipt book etc.

- Ensure adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) guidelines during all customer onboarding and account-opening processes.

Union Affiliation

📌 Senior Bank Officer Branch Banking (Daskroi)
🏢 AU Small Finance Bank
📍 Daskroi