Wednesday, October 27

Bank Officer-Current Account

Job title: Bank Officer-Current Account

Company: IDFC FIRST Bank

Job description: Job description:

job description

Job Title – Sales Agent – Current Account

Place of work – Pan India

Business Unit – Retail banking

Function – Banking agency

Job objective:

The role involves direct interaction with the client and is responsible for the commercial acquisition of current accounts for a designated branch. It will also involve explaining and selling banking products to customers and acting as a link between customers and the bank – ensuring the best quality service to customers. The role holder is responsible for supporting the sales manager in mapping the catchment area, providing customer feedback and identifying and converting potential opportunities. The Role Holder is responsible for acquiring clients, deepening client relationships, and capitalizing lifelong value in each relationship to achieve broader organizational goals.

Roles and responsibilities:

  • Acquisition of customers NTB current account in the identified segment and generation of reference from the specified catchment area
  • Ensure the acquisition of high quality current accounts in terms of product mix, segments and composition composition
  • Proactive registration and activation of acquired customers to direct banking channels
  • Achieve and exceed defined goals for acquiring new customers month after month by analyzing the customer’s transactional banking needs
  • Assist and support the sales manager in the mapping of the catchment area and the scoping exercise
  • Provide regular feedback to the SM / RM on customer opportunities and needs
  • Ensure compliance with sales standards and SOPs defined by the organization
  • Ensure strict compliance with internal directives and external regulations
  • Ensure quality supply in accordance with the Bank’s policy
  • High degree of market knowledge and understanding of customer needs
  • Collaborate with other departments and functions of the branch to provide products and service offerings to the customer to ensure customer focus

Level of studies:

Graduate – All

To live:

0 – 4 years preferably in sales

Expected salary:

Location: Gurgaon, Haryana

Job date: Tue, 12 Oct 2021 03:10:47 GMT

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