Job Openings sales officer in banking sector

About the job sales officer in banking sector

Key Accountabilities:

  • Marketing activities in open market on daily basis for leads generation.
  • Branch leads follow up and conversion.
  • Conversion of leads to logins.
  • Achieving assigned monthly productivity
  • Sourcing quality portfolio. 
  • RESPONSIBILITIES:
  • Achieve allocated sourcing budget (New to Bank) in terms of numbers & value on a daily basis.
  • Area mapping of the assigned area for identifying the potential of the area.
  • Activity based lead creation for acquisition of NTB customers.
  • Log daily leads in the lead management system
  • Meet minimum 10 new customers daily and record DSR (Daily Sale Report) both digitally & physically.
  • Smooth onboarding of new customers to bank by ensuring appropriate coordination with branch staff.
  • Properly educate customers about scheme details / interest servicing / renewals.
  • Maintain diary & always keep your appointed time & dates promptly.
  • Understand products & prevailing industry practices and trends and suggest system /process changes required, to respective verticals.
  • Core Competencies & Skills:
  • Sales Skills, Effective Communication, Relationship Management, Domain Expertise.
  • Sales & Lead Generation Activities, Client Meetings,
  • Closely work with Branch Team.
  • Objection handling, Product knowledge.