Branch Sales Officer

Key Responsibilities

• Generate new customer acquisition through branch walk-ins, references, lead generation, and local market activities.

• Handle and build relationships with existing and prospective customers.

• Drive sales of CASA products – Current Account and Savings Account.

• Cross-sell banking products such as FD/RD, insurance, credit cards/debit cards, loans, and other financial products.

• Achieve assigned monthly sales and business targets.

• Follow up on leads and convert them into customers.

• Ensure proper collection and verification of customer documents as per bank guidelines.

• Provide timely and effective service to customers and resolve basic queries.

• Conduct local market visits and generate business opportunities wherever required.

• Maintain accurate records of customer interactions, leads, and sales activities.

• Ensure compliance with the bank's internal policies, processes, and regulatory guidelines.

Candidate Profile

For Freshers:

• Graduate with a minimum of 50% marks.

• Age should not exceed 27 years.

• Good communication and interpersonal skills.

• Local language proficiency is mandatory.

• Candidates with a strong interest in sales and banking are preferred.

For Experienced Candidates:

• Minimum 2 years of BFSI experience.

• Graduate.

• Age should not exceed 35 years.

• Prior experience in branch banking, CASA, customer acquisition, or sales will be preferred.

• Local language proficiency is mandatory.

Key Skills

• Customer Relationship Management

• Sales & Business Development

• CASA Sales

• Lead Generation & Conversion

• Cross-selling

• Communication & Interpersonal Skills

• Target Orientation

• Local Market Knowledge

• Customer Service

• It is a Full Time Sales / Business Development job for candidates with 0 - 6+ years Experience.