- Source incremental accounts from corporates mapped to the CSRM portfolio
- To help the customer in completing the documentation & application formalities
- To ensure strict adherence to Know Your Customer (KYC) norms
- To explain to the customer the various benefits of the products offered by the bank
- Cross sell an additional product along with the new account opening
- To achieve the set productivity norms for salary account sourcing & cross sell
Job Responsibilities (JR):
Actionable
Primary Responsibilities
- Sales Officer is required to ensure that all documentation / account opening formalities are completed in his/her presence
- To verify the authenticity of the documents & identity of the customers
- To ensure all mandatory fields are entered properly and the account opening documents are not smudged or illegible
- Ensure that the photograph submitted for the ID proof is clearly visible & should match with the photo on the AOD
- Ensure Tatkal kits are available for the inductions
- Account opening through digital journey
- Cross sell additional product
Others
- Good Team spirit
- Inter-personal skill
- Time / Team Working
- Valuable communication skill
- Proactive & focused approach
Preferred candidate profile
Educational Qualifications
- Graduate with minimum 50% Marks
Experience Required Fresher to 2 Years work experience in banking or financial services industry