Sales Officer CA

Darwinbox Digital Solutions Pvt Ltd.; Tamil Nadu; On-site; INR 420,000 - 720,000; Full time

Job summary

Darwinbox Digital Solutions Pvt Ltd. is looking for a field sales professional to drive new CA customer acquisition across identified segments and catchments.

The role includes guiding customers on product choices, opening accounts within TAT, and onboarding them to direct banking channels with strong emphasis on KYC compliance. You will collaborate with BRL to map catchments, provide market feedback, and strive to meet monthly acquisition targets while adhering to bank policies and process

Responsibilities

• To introduce & acquire new CA customer in the identified segment and reference generation from the specified catchment
• To ensure sourcing of quality current accounts – in terms of product mix, segments and constitution mix
• To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarise customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions)
• To ensure proactive registration & activation of acquired customers to direct banking channels
• To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking
• To meet & exceed the defined targets of new customer acquisition month on month by analysing transaction banking needs of the customers
• To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators
• To ensure quality sourcing inline with the Banks policy
• To Adhere to sales process & KYC Norms of the bank

Job description

Job Description

• To introduce & acquire new CA customer in the identified segment and reference generation from the specified catchment
• To ensure sourcing of quality current accounts – in terms of product mix, segments and constitution mix
• To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarise customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions)
• To ensure proactive registration & activation of acquired customers to direct banking channels
• To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking
• To meet & exceed the defined targets of new customer acquisition month on month by analysing transaction banking needs of the customers
• To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators
• To ensure quality sourcing inline with the Banks policy
• To Adhere to sales process & KYC Norms of the bank

Job Snapshot

Updated Date

02-01-2024

Job ID

YBLJOB38655

Department

Acquisition and Product Cross Sell Business

Location

1 - 6 Years

Employee