Bank Officer Business Account

Group Company: AU Small Finance Bank Limited
Designation: Bank Officer Business Account
Office Location: 2818- Vadodara-Nizampura Vadodara , 2819- Vadodara-Sevasi / Vasna Bhayali Vadodara , 2821- Gurugram-Gurgaon Sector 67- Urbana/Trinity/Badshapur Gurugram , 2822- Faridabad-Greater Faridabad Faridabad , 2824- Gurugram-Udhyog Vihar/Manesar Gurugram , 2825- Faridabad-Faridabad - Sector 21 C Faridabad , 2827- Ambala-Ambala City Ambala , 2835- Mumbai-Dindoshi Mumbai , 2838- Mumbai-Borivali East near Oberoi Mumbai , 2840- Mumbai-Colaba Mumbai , 2841- Mumbai-Mazjid Bunder Mumbai , 2842- Mumbai-Lower Parel Mumbai , 2865- Jaipur-Sanganer Jaipur , 2870- Noida-Noida Expressway sector 137/128 Noida , 2871- Noida-Noida Sector 75 to 78 Noida , 2873- Agra-Kamla Nagar Agra , 2875- Aligarh-Masoodabad Chowk Aligarh , 2876- Bareliy-Civil Lines Bareilly , ARAKONAM SWAL PET Arakonam , Andheri Chakala Mumbai Mumbai , Andheri Lokhandwala Mumbai , Ashok Vihar Delhi Delhi , Bhanwar Kuan Road Indore Indore , Bkc Annex Mumbai Mumbai , Chandni Chowk Delhi Delhi , Chhatrapati Sambhaji Nagar Aurangabad , Dadar East TT Circle Mumbai , Delhi Connaught Place Central Delhi , Delhi Green Park Delhi , Delhi Lajpat Nagar Ro Delhi , Derawal Nagar Delhi Delhi , Fort Mumbai Mumbai , G S Road Guwahati Guwahati , Girdhar Marg Jaipur Jaipur , Hrbr Layout Bengaluru Bengaluru , Indore Mg Road Indore , JAYDEV VIHAR BHUBANESWAR Bhubaneswar , Jaipur Tonk Road Ro Jaipur , Janakpuri Delhi Delhi , KHADAKPADA KALYAN Thane , KHARADI Pune , Kalwar Road Jaipur Jaipur , Kanpur Kanpur , Link Road 2 Cuttack Cuttack , M G Road Kochi Kochi , MG Road Gurugram Gurugram , MIRA ROAD BRANCH Mumbai , Malviya Nagar Jaipur Jaipur , Mohali Phase 10 Mohali , Morbi Morbi , Mukund Nagar Pune Pune , Mumbai Ghatkopar East Mumbai , NEW DELHI RAJOURI GARDEN New Delhi , Naroda Ahmedabad Ahmedabad , Nigdi Pune , Paschim Vihar Delhi Delhi , Pawan Puri Bikaner Bikaner , Phase 7 Mohali Mohali , Pokhran Road No 2 Thane Thane , Pwd Colony Jodhpur Jodhpur , Raja Park Jaipur Jaipur , Rajouri Garden Delhi Delhi , Ranjit Avenue Amritsar Amritsar , Sahkar Marg Jaipur Jaipur , Saket South Delhi Delhi , Sector 31 Gurugram Gurugram , Sector 63 Noida Noida , Sector 8C Chandigarh Chandigarh , Sfs Mansarover Jaipur Jaipur , Sohna Road Gurugram Gurugram , Subhash Chowk Jaipur , Thane Ram Maruti Mumbai Mumbai , Ulhasnagar Ulhasnagar , Vashi Navi Mumbai , Vidhyadhar Nagar Jaipur , Vile Parle East Mumbai Mumbai
Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard
Primary Responsibilities
1. Acquire CASA and liability accounts through cold calling, market references, and walk-ins. 2. Drive cross-selling of banking products and services to existing and new customers. 3. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. 4. Achieve monthly and quarterly sales targets as defined in the performance scorecard. 5. Ensure growth in customer base and deepening of existing relationships through effective portfolio management.
Additional Responsibilities
1.Implement branch-level sales and marketing activities to support overall business growth and brand visibility. 2. Drive liability acquisition by building and maintaining strong customer relationships. 3. Source new customers through multiple channels including local campaigns, walk-ins, customer referrals, industry associations, and market networking. 4. Ensure timely and accurate opening of accounts, providing a seamless onboarding experience for new-to-bank (NTB) customers. 5. Support overall branch performance by contributing to both customer service and compliance standards. 6. Maintain high levels of customer satisfaction and ensure prompt resolution of queries or issues. 7. Ensure adherence to internal processes, audit requirements, and regulatory guidelines.
Reporting Team
Reporting Designation:
Reporting Department:
Educational Qualifications Preferred
Bachelor of Applied Science - BASc, Bachelor of Architecture - BArch, Bachelor of Arts - BA, Bachelor of Business Administration - BBA, Bachelor of Commerce - BCom, Bachelor of Education - BEd, Bachelor of Engineering - BE, Bachelor of Fine Arts - BFA, Bachelor of Laws - LLB with specialization in Banking and Financial Support services, Banking, corporate, finance and securities law and experience between 0.5 - 3 years
Category:
Field specialization:
Degree:
Academic score:
Institution tier:
Required Certification/s
Required Training/s:
Required Work Experience
Industry: BFSI
Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer
Years of experience: 0 to 3
Key Performance Indicators: Business Volume, Acquisition Targets, Average Ticket Size, Boarding Rate, Lead Conversion Rate, Cross-Sell Ratio, Customer Retention Rate, Referral Generation, Campaign Effectiveness, Onboarding Satisfaction Rate, Account Opening Turnaround Time.
Required Competencies: 1. ownership and accountability for results 2. Customer-centric mindset and actions 3. adept at handling digital business apps and software 4. hard work and detail-orientation 5. eager to learn and grow as a banking professional 6. positive mindset, ethical and high integrity 7. Bias for Action and Urgency
Required Knowledge: 1. Aptitude for lead generation 2. Target Market Knowledge - Local Area geography familiarity 3. Familiarity with Digital applications 5. Detailed data collection/recording
Required Skills: 1. Professional Communication - Regional language proficiency, verbal and written fluency, soft-spoken 2. Relationship Management - Client-Centric Approach, respectful 3. Sales Forecasting & Reporting
Required Abilities
Physical: 1. Physical fitness 2. Mental agility 3. Ability to do extensive field travel/work 4. Ability to handle work pressure and demanding clients
Other: 1. Valid Two-Wheeler Driving License 2. Personal 2-wheeler 3. Own Smartphone 4. track record of past employment 5. Positive reference check and clear civil report
Work Environment Details: 90% - Field, 10% - Office
Specific Requirements
Travel: High
Vehicle: 2-wheeler
Work Permit:
Other Details
Pay Rate:
Contract Types: Permanent
Time Constraints: Flexibile workhours as per business requirement
Compliance Related: 1. Aherence to Code of Conduct policy of the bank 2. Non-disclosure of confidential information about bank, clients 3. Responsible handling of bank assets s.a. ID Card, SIM, Marketing material, digital devices, Receipt book etc. 4. Ensure adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) guidelines during all customer onboarding and account-opening processes.
Union Affiliation:

Work arrangement
No