Bank Officer Branch Banking

Au Small Finance Bank Ltd.; Ghaziabad District; On-site; INR 350,000 - 600,000; Full time

Job summary

Au Small Finance Bank Ltd. in Ghaziabad invites applications for a Branch Liabilities Sales Officer role. You will acquire CASA and liabilities accounts through cold calls, branch walk-ins, referrals, and campaigns, while ensuring smooth onboarding for NTB customers.

Responsibilities include meeting target-driven sales, KYC/AML compliance, and protecting bank information. The position requires strong customer communication and ability to work across multiple channels to grow liabilities business.

Qualifications

• Experience in Liabilities sales and CASA acquisition.
• Understanding of KYC/AML guidelines and bank policies.
• Ability to build relationships and meet branch sales targets.

Responsibilities

• Acquire CASA & liabilities accounts from cold calling, market references, cross-sell and sell third-party products.
• Implement sales and marketing activities within a branch to grow Liabilities and achieve sales targets.
• Ensure liability acquisition targets are met by developing new relationships within the customer base.
• Acquire new customers through campaigns, branch walk-ins, referrals, and industry collaborations.
• Achieve overall numbers and value targets as per scorecard.
• Ensure timely opening of accounts and smooth onboarding for NTB customers.
• Protect bank information: no third-party disclosures via verbal, written, or electronic means.

Skills

Sales

KYC

AML

Customer acquisition

Job description

Job Responsibilities

• Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs)
• Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets.
• Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base.
• Responsible for acquiring new customers through multiple channels - campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry
• Achieving over all numbers and value targets as per scorecard.
• Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers
• Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities.
• Taking the responsibility of bank's information - No third party info disclosure, verbal, written, soft copy, mail any way.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.