SECTION I: BASIC INFORMATIONJob TitleSales Officer CAFunctional TitleSales Officer CAGradeSr. Officer / Assistant Manager / Deputy ManagerManagement BandJuinor ManagementBusiness UnitRetail BankingDivision DepartmentService ManagementLocation Reporting toSenior Sales ManagerNo. of Direct Reports-
SECTION II: ROLE SUMMARYTo introduce & acquire new CA customer in the identified segment and reference generation from the specified catchment
SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIESStrategic/ Managerial ResponsibilitiesNILCore Responsibilities

- To ensure sourcing of quality current accounts with higher product mix (higher CASA variants), segments and constitution mix
- To achieve monthly customer acquisition target
- To cross- sell other Banking and Asset products
- To cross-sell TPP products to the acquired customers
- To maintain good relationship with the customers and seek referrals
- To ensure right product to customer, a/c opening in defined TAT, high FTR, M+1 activation and follow up use of account for business transactions
- To ensure proactive registration & activation of acquired customers to direct banking channels
- To assist the Cluster Sales Leader Business in catchment mapping & scoping exercise and provide regular feedback to CSLB/Seniors on opportunities / customer needs / competition benchmarking
- To abide by the selling norms defined by the organization and adherence to guidelines by internal & external regulators
- To adhere to sales process & KYC Norms of the bank

People Management or Self-Management Responsibilities NILRisk and Internal Control ResponsibilitiesNIL
SECTION IV: KEY INTERACTIONSKey Internal InteractionsPurpose of Interaction Key External InteractionsPurpose of Interaction

SECTION V:



KNOWLEDGE & EXPERIENCEKNOWLEDGEMinimum QualificationsGraduation (Post Graduate preferred)Professional CertificationsNISM/ IRDA/ NCFM/JAIIB/CAIIB & such relevant certifications will be an added advantageSkills

- Good written and verbal communication skills
- Excellent networking & interpersonal skills
- Sensitive to issues of confidentially and compliance
- Market knowledge of Retail Banking or Consumer Banking or Branch Banking
- Knowledge of regulatory guidelines

EXPERIENCEYears of Experience0 - 5 years work experience in sales role (Banking & Financial Services Organizations preferred)

SECTION VI: COMPETENCIES & KEY PERFORMANCE INDICATORSBEHAVIORAL COMPETENCIESCore CompetenciesCompetency NameBehaviors

- Customer Focus
- Listens to and demonstrates an understanding of customers stated needs
- Delivers customer value through timely and quality execution
- Develops an understanding of problems and employs existing or new methods to find solutions
- Professional Entrepreneurship
- Takes proactive and constructive action at work with little or no direction from others
- Displays responsibility for problems, initiatives and tasks that lie within the domain of own role
- Drive for Results
- Seeks to understand the rationale for key decisions and understands implications for own role/ actions
- Displays a sense of urgency to deliver outcomes as per stated timelines
- Reacts to challenges by displaying an optimistic demeanor
- Influence and Impact
- Uses straightforward persuasion techniques to achieve the desired result / action / commitment from others
- Responds to stated requirements of internal/ external stakeholders by keeping a solution oriented mindset
- Quality Focus




- Ensures adherence to quality standards in work/service delivery, identifies opportunities for improvement in routine course of work
- Adheres to laid down systems, procedures and identifies opportunities to enhance efficiency in own sphere of work through incremental improvement

Leadership CompetenciesCompetency NameBehaviors

- Lead the way
- Displays awareness and understanding of the external environment relevant to own area of work and is able to assess their impact on the business in which he operates
- Translates the Banks vision to own sphere of work and defines plan for achievement of the growth and scale objectives
- Actively seeks, identifies and promotes opportunities to try out new ideas
- Frequently communicates the organizational strategy and energizes employees within own region to realize Bank objectives and live the brand
- Lead and Develop people
- Sets performance expectations at the department level, monitoring performance, providing measurement systems, driving accountability and rewarding high performance
- Enables empowerment by assigning transparent challenging tasks with definitive accountabilities, resources and authority
- Coaches and mentors employees to develop required skills, provides developmental tools and provides continuous feedback and support
- Enables Change
- Displays the ability to depart from traditional methods/behaviors and adapting quickly when situational constraints require new or different approaches
- Cascades the vision for change, and leads required transformation in structure, processes and capability to ensure a smooth transition
- Encourages team members to respond positively to changes, encouraging discussion, responding with empathy to their anxiety

TECHNICAL COMPETENCIES Technical Competencies

- He should have understanding of basic MS office

📌 Casa Sales Officer- Yes Bank (Mandsaur)
🏢 Yes Bank
📍 Mandsaur