Ecosystem Bank Officer

AU SMALL FINANCE BANK; Hyderabad; On-site; INR 400,000 - 600,000; Full time

Job summary

AU Small Finance Bank in Hyderabad seeks a Branch Sales Executive to acquire business and current accounts, driving Liabilities growth from a branch setting. Responsibilities include cross-selling third-party products and meeting sales targets through campaigns, referrals, and in-branch activities.

You will ensure smooth onboarding for new-to-bank customers, maintain strict KYC/AML compliance, and uphold bank policies while expanding the customer base.

Qualifications

• Knowledge of KYC and AML guidelines.
• Experience in on-boarding and client data handling.
• Ability to achieve liability sales targets through branch activities.
• Proficiency in cross-selling and relationship building.

Responsibilities

• Acquire Business Accounts/Current Accounts via cold calling and market references.
• Sell third-party products (life & health insurance, mutual funds, SIPs).
• Implement sales and marketing activities within a branch to grow Liabilities.
• Develop new relationships and leverage existing ones to meet targets.
• Ensure timely opening of accounts and smooth onboarding for NTB customers.
• Adhere to KYC/AML guidelines and bank policies; maintain information security.

Job description

Job Description:

Acquisition of Business Accounts/ Current Accounts 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.