Job highlights
Understand products & prevailing industry practices and trends and suggest system /process changes required,to respective verticals. .
Achieve allocated sourcing budget (Current to Bank) in terms of numbers & value on a daily basis.
Area mapping of the assigned area for identifying the potential of the area.
Activity based lead creation for acquisition of NTB customers
Log daily leads in the lead management system
Meet minimum 10 current customers daily and record DSR (Daily Sale Report) both digitally & physically.
Smooth onboarding of new customers to bank by ensuring appropriate coordination with branch staff.
Properly educate customers about scheme details / interest servicing / renewals.
Be qualified & courteous in communication
Maintain diary & always keep your appointed time & dates promptly.
Understand products & prevailing industry practices and trends and suggest system /process changes required, to respective verticals.

📌 Sales Officer Mumbai
🏢 Acme Services
📍 Mumbai