Role Overview
We are looking for an energetic and customer-focused Assistant / Associate Officer Branch Sales to support branch business growth through customer acquisition, relationship management, and cross-selling of banking products.
The candidate will be responsible for generating recent business, managing customer relationships, and achieving assigned sales targets while ensuring a high level of customer service.
Key Responsibilities
Generate new customer acquisition through branch walk-ins, references, lead generation, and local market activities.
Handle and build relationships with existing and prospective customers.
Drive sales of CASA products – Current Account and Savings Account.
Cross-sell banking products such as FD/RD, insurance, credit cards/debit cards, loans, and other financial products.
Achieve assigned monthly sales and business targets.
Follow up on leads and convert them into customers.
Ensure proper collection and verification of customer documents as per bank guidelines.
Provide timely and effective service to customers and resolve basic queries.
Conduct local market visits and generate business prospects wherever required.
Maintain accurate records of customer interactions, leads, and sales activities.
Ensure compliance with the bank's internal policies, processes, and regulatory guidelines.
Candidate Profile
For Freshers:
Graduate with a minimum of 50% marks.
Age should not exceed 27 years.
Positive communication and interpersonal skills.
Local language proficiency is mandatory.
Candidates with a strong interest in sales and banking are preferred.
For Experienced Candidates:
Minimum 2 years of BFSI experience.
Graduate.
Age should not exceed 35 years.
Prior experience in branch banking, CASA, customer acquisition, or sales will be preferred.
Local language proficiency is mandatory.
📌 Assistant / Associate Officer Branch Sales Nagpur
🏢 Hipotz
📍 Nagpur