Group Company: AU Small Finance Bank Limited

Designation: Bank Officer - MFIB - Sales & Services

Office Location:

Position description: #Position description#

Primary Responsibilities: #Primary Responsibilities#

Additional Responsibilities: #Additional Responsibilities#

Reporting Team

- Reporting Designation: #Reporting Designation#
- Reporting Department: #Reporting Department#

Educational qualifications preferred

#Education and Experience#

- Category: #Category#
- Field specialization: #Field specialization#
- Degree: #Degree#
- Academic score: #Academic score#
- Institution tier: #Institution tier#

Required Certification/s: #Required Certification/s#

Required Training/s: #Required Training/s#

Required work experience

- Industry: #Industry#
- Role: #Role#
- Years of experience: #Years of experience#

Job Brief:- We are seeking a dedicated and results-driven professional to join our Sales and Service department at AU Small Finance Bank Limited. This role focuses on driving financial product sales and delivering exceptional customer service to meet the diverse needs of our clients. The ideal candidate will possess a strong understanding of banking products, excellent communication skills, and the ability to build and maintain long-term customer relationships. This position plays a critical role in expanding the bank’s market presence and ensuring customer satisfaction through personalized financial solutions and efficient service delivery.Responsibilities:-

- Identify and engage potential customers to promote and sell the bank’s financial products and services, including loans, deposits, and investment options.
- Conduct thorough needs analysis to recommend appropriate banking solutions tailored to individual customer requirements.
- Manage and nurture existing customer relationships to enhance customer loyalty and retention.




- Ensure compliance with all regulatory guidelines and internal policies during sales and service processes.
- Collaborate with cross-functional teams to resolve customer queries and provide timely support.
- Maintain accurate records of customer interactions, transactions, and feedback using the bank’s CRM systems.
- Achieve and exceed monthly and quarterly sales targets while maintaining high service quality standards.
- Conduct market research to identify emerging trends and customer preferences to inform sales strategies.
- Participate in training programs to stay updated on recent products, services, and regulatory changes.
- Assist in the onboarding process of new customers, ensuring a seamless and positive experience.

Skill:-

- Financial Product Knowledge
- Customer Relationship Management (CRM)
- Sales Strategy Development
- Regulatory Compliance
- Needs Analysis
- Communication and Interpersonal Skills
- Market Research and Analysis
- Problem Solving
- Time Management
- Negotiation Skills

Preferred Qualifications:-

- Bachelor’s degree in Finance, Business Administration, or a related field from a recognized university.
- Minimum of 3-5 years of experience in banking sales and customer service, preferably within the financial services sector.

Key Performance Indicators: #Key Performance Indicators#

Required Competencies: #Required Competencies#

Required Knowledge: #Required Knowledge#

Required Skills: #Required Skills#

Required abilities

- Physical: #Physical#
- Other: #Other#

Work Environment Details: #Work Environment Details#

Specific requirements

- Travel: #Travel#
- Vehicle: #Vehicle#
- Work Permit: #Work Permit#

Other details

- Pay Rate: #Pay Rate#
- Contract Types: #Contract Types#
- Time Constraints: #Time Constraints#
- Compliance Related: #Compliance Related#
- Union Affiliation: #Union Affiliation#

📌 Bank Officer - MFIB - Sales & Services (Perambalur)
🏢 AU Small Finance Bank
📍 Perambalur