Bank Officer - MFIB - Sales & Services

Au Small Finance Bank Ltd.

Tiruppur

On-site

INR 600,000 - 1,000,000

Full time

2 days ago

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Job summary

AU Small Finance Bank Limited in Tiruppur is seeking a dynamic sales and service professional to drive growth in mutual fund products and related banking services. You will manage client relationships, analyze financial needs, and promote a broad range of banking offerings while ensuring regulatory compliance.

Ideal candidates hold a finance or business degree (MBA preferred) with 3–5 years in banking or financial services, focusing on mutual funds.

Qualifications

Bachelor's degree in Finance or Business Administration; MBA is an advantage.
3–5 years of experience in sales and service roles within banking/financial services, with mutual fund focus.

Responsibilities

Develop and maintain client relationships to understand financial needs and offer banking solutions including mutual funds.
Achieve sales targets by cross-selling banking products and services.
Conduct financial needs analysis and advise on investment options aligned with risk and goals.
Ensure regulatory compliance in sales and service activities.
Collaborate with branches and internal teams to streamline service delivery.
Prepare reports on sales performance and market insights for management.
Support account opening, documentation verification, and transaction processing.
Drive customer engagement and retention through personalized service.

Skills

Mutual Fund Product Knowledge

Financial Needs Analysis

Customer Relationship Management

Regulatory Compliance in Banking

Sales Target Achievement

Cross-selling Techniques

Market Trend Analysis

Financial Advisory Skills

Report Preparation and Presentation

Account Opening and Documentation

Customer Service Excellence

Communication and Interpersonal Skills

Education

Bachelor’s degree in Finance, Business Administration, or a related field; MBA or relevant postgraduate qualification is an advantage.

Job description

Full Time

Job Description

Group Company: AU Small Finance Bank Limited

Office Location:

Primary Responsibilities: #*Primary Responsibilities*#

Additional Responsibilities: #*Additional Responsibilities*#

Reporting Team

Reporting Designation: #*Reporting Designation*#
Reporting Department: #*Reporting Department*#

Education and Experience

#*Education and Experience*#

Category: #*Category*#
Field specialization: #*Field specialization*#
Degree: #*Degree*#
Academic score: #*Academic score*#

Required Certification/s: #*Required Certification/s*#

Required Training/s: #*Required Training/s*#

Required work experience

Role: #*Role*#
Years of experience: #*Years of experience*#

Job Brief

Join AU Small Finance Bank Limited as a key contributor within our Sales and Service department, focusing on driving growth and delivering exceptional customer experiences in the financial services sector. This role demands a proactive professional adept at managing client relationships, promoting banking products, and ensuring compliance with regulatory standards. The position requires a strategic approach to sales and service, with an emphasis on mutual fund investment banking (MFIB) products, to support the bank's mission of financial inclusion and customer-centric solutions.

Responsibilities

Develop and maintain strong relationships with clients to understand their financial needs and provide tailored banking solutions, particularly in mutual fund investment products.
Achieve sales targets by promoting and cross-selling a comprehensive range of banking and financial products and services.
Conduct detailed financial needs analysis and provide expert advice on investment options aligned with clients’ risk profiles and financial goals.
Ensure compliance with all regulatory requirements and internal policies related to sales and service activities within the financial services domain.
Collaborate with internal teams to streamline service delivery and resolve customer queries efficiently, enhancing overall customer satisfaction.
Monitor market trends and competitor activities to identify new business opportunities and recommend product enhancements.
Prepare and present regular reports on sales performance, customer feedback, and market insights to senior management.
Participate in training programs to stay updated on the latest financial products, regulatory changes, and sales techniques.
Support branch operations by assisting in account opening, documentation verification, and transaction processing as per bank guidelines.
Drive initiatives to increase customer engagement and retention through personalized service and follow-up.

Skill

Mutual Fund Product Knowledge
Financial Needs Analysis
Customer Relationship Management (CRM)
Regulatory Compliance in Banking
Sales Target Achievement
Cross-selling Techniques
Market Trend Analysis
Financial Advisory Skills
Report Preparation and Presentation
Account Opening and Documentation
Customer Service Excellence
Communication and Interpersonal Skills

Preferred Qualifications

Bachelor’s degree in Finance, Business Administration, or a related field; MBA or relevant postgraduate qualification is an advantage.
Minimum of 3-5 years of experience in sales and service roles within the banking or financial services industry, with a focus on mutual fund products.

Key Performance Indicators

#*Key Performance Indicators*#

Required Knowledge

#*Required Knowledge*#

Required Skills

#*Required Skills*#

Required abilities