Job Description :

Sales Executive

Candidates from Banking / Insurance

Training Provided - Nearest Branches availed

Contact Person : Divya - Wassup Connect (phone hidden)

[email protected]

2 Yrs Experience in Sales of CASA / Insurance / Bancassrance

Age : 30 to 32 years

Functional DesignationRelationship / Sales Manager -Primer Current

AccountDepartmentBranch Banking

JobSales / AcquisitionJob Title ManagerLocation PAN India- As defined

Reporting To Senior Relationship Manager - Primer Current Account

1. Position Purpose

Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank.

1. Position Responsibilities :

Sr.Key Responsibilities1New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs.

Adherence to Bank policies and guidelines such as KYC & AML2Ensure successful onboarding of customer for a smooth transition to branch banking team.
3Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking,



50% penetration of DSB.
4Activities for lead generation
5Cross sell Lead generation/ basic enquiry, liaising with Branch Manager & product teams
(RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer

1. Qualifications and Experience Requirement

QualificationsMinimumGraduate Preferred MBA + IRDA qualifiedExperienceEssential- 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment
- Must possess valuable knowledge of commercial catchments and business segments for new to bank acquisition.
- Should know the local language.

1. Competency Requirements

1. Technical Skills

SkillAttributeComputer SkillsGood skills of Excel. Banking KnowledgeCandidates with basic knowledge of Business Banking, Trade/FX will be preferable.

1. Behavioural Skills

SkillAttributeCommunication SkillsGood written & verbal communication. Fluency in English (written and spoken) Presentable and with High Grooming standards
CTC- Maximum 4.5 lacs PA fixed (including PF & Gratuity) + incentives + Reimbursements for local conveyance & mobile (As per Bank Policy )

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