Field Sales Business Development Officer

Key Responsibilities

Business Development Officer (BDO) – CASA

• Identify and acquire new CASA customers from the local market

• Conduct regular customer meetings and business visits

• Generate leads through networking and referrals

• Promote the bank's products and services to prospective customers

• Achieve assigned sales and business targets

• Maintain customer database and sales activity reports

Relationship Officer – Current Account (CASA Sales)

• Acquire new Current Account customers through field sales activities • Generate leads through market mapping, references, and cold calling

• Achieve monthly CASA acquisition and revenue targets

• Build and maintain strong customer relationships

• Ensure timely completion of KYC and account opening documentation

• Cross-sell banking products to existing and new customers

Premium Acquisition Manager (PAM) – CASA HNI

• Acquire High-Net-Worth Individual (HNI) customers for premium banking services

• Build and manage a portfolio of affluent clients

• Provide customized banking solutions based on customer needs

• Cross-sell wealth, investment, and insurance products

• Maintain long-term customer relationships and engagement

• Achieve portfolio growth and revenue targets

Relationship Officer – Gold Loan

• Source new Gold Loan customers through field sourcing activities

• Explain loan features and assist customers throughout the process

• Coordinate loan documentation and application processing

• Ensure quality customer service and timely loan disbursement

• Achieve assigned Gold Loan business targets • Generate repeat business through relationship management

Branch Relationship Manager (BRM) – CASA HNI

• Manage and expand the branch's HNI customer portfolio

• Acquire new premium and affluent banking customers

• Strengthen customer relationships through regular engagement

• Drive CASA growth and revenue generation for the branch

• Cross-sell banking and investment products

• Ensure high levels of customer satisfaction and retention

Personal Banker (PB) – CASA HNI

• Manage relationships with premium and HNI customers

• Acquire new customers and grow the existing portfolio

• Recommend suitable banking and financial products

• Conduct regular customer interactions and portfolio reviews

• Ensure customer retention and business growth

• Achieve assigned sales and revenue targets

Elite Relationship Manager (ERM) - CASA

• Handle and manage high-value customer relationships

• Acquire affluent customers and expand portfolio value

• Provide customized financial and banking solutions

• Drive sales of CASA and third-party products

• Ensure customer satisfaction and portfolio growth

• Achieve revenue and business acquisition targets

Wealth Relationship Manager (WRM) - CASA

• Manage investment and wealth portfolios of HNI clients

• Promote wealth management and investment products

• Conduct financial need analysis and portfolio reviews

• Build long-term relationships with premium customers

• Generate revenue through wealth product sales

• Achieve investment and business growth targets

Sales Support Manager (SSM) – Gold Loan

• Support field sales teams in achieving business objectives

• Monitor sales performance and prepare MIS reports

• Coordinate with branch and operations teams for smooth execution

• Track lead conversion and productivity metrics

• Ensure process compliance and documentation accuracy

• Assist in sales planning and business development activities

Team Leader – Current Account (TL CA)

• Lead, motivate, and manage a team of CASA sales executives

• Drive team performance to achieve business targets

• Conduct regular field visits and sales reviews

• Provide training, coaching, and performance feedback to team members

• Monitor productivity and ensure target achievement

• Prepare business reports and coordinate with branch management for growth initiatives

Job Titles • Relationship Officer – Current Account (CASA Sales) • Business Development Officer (BDO) – CASA • Premium Acquisition Manager (PAM) – CASA HNI • Relationship Officer – Gold Loan (RO GL) • Branch Relationship Manager (BRM) – CASA HNI • Personal Banker (PB) – CASA HNI • Elite Relationship Manager (ERM) - CASA • Wealth Relationship Manager (WRM) - CASA • Sales Support Manager (SSM) – GL • Team Leader – Current Account (TL CA)

Eligibility Criteria

• Qualification: Full-Time Graduate

• Experience: Minimum 6 Months to 5 Years in CASA / Current Account Sales / Gold Loan

• Age Limit: 22 – 30 Years

• Mobility: Two-Wheeler & Valid Driving License Mandatory

• Languages Required: Tamil & English

• It is a Full Time Field Sales job for candidates with 1 - 3 years of experience.