Sales Officer - DST

AU SMALL FINANCE BANK

Kolkata District

On-site

INR 350,000 - 500,000

Full time

2 days ago

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Job summary

AU Small Finance Bank Limited is seeking a dedicated Sales Officer to join the sales department. You will identify and acquire new customers, promote our financial products, and ensure excellent customer service in a target-driven environment.

The role requires strong communication skills, knowledge of financial services, and the ability to collaborate with internal teams to achieve business objectives and enhance market presence.

Qualifications

Bachelor’s degree or equivalent in business/finance; preferred relevant banking sector knowledge.
3 years of sales experience in financial services; track record of meeting targets.
Strong understanding of banking products, regulations, and market dynamics.

Responsibilities

Identify and develop new business opportunities within the assigned territory.
Promote and sell the bank’s financial products and services including savings accounts, loans, and investments.
Build and maintain relationships with clients to ensure satisfaction and retention.
Conduct market research and competitor analysis to adjust sales strategies.
Achieve and exceed monthly and quarterly sales targets.
Collaborate with credit, operations and marketing to onboard and service customers.
Prepare and present sales reports, forecasts, and market feedback to management.
Ensure compliance with regulatory and internal policies during sales process.
Participate in training to stay updated on product knowledge and sales techniques.
Resolve customer queries promptly to maintain trust and loyalty.

Skills

Financial Product Knowledge

CRM

Sales Strategy Development

Market Research and Analysis

Negotiation Skills

Communication and Presentation

Target Achievement

Regulatory Compliance

Lead Generation

Customer Service Excellence

Education

Bachelor’s degree in Business Administration, Finance, or related field

Tools

CRM software

MS Office

Job description

Financial Product Knowledge

Group Company:

AU Small Finance Bank Limited

Designation:

Sales Officer - DST

Position description:

#*Position description*#

Primary Responsibilities:

#*Primary Responsibilities*#

Additional Responsibilities:

#*Additional Responsibilities*#

Reporting Team

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

Educational Qualifications Preferred

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

Required Certification/s:

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Required Training/s:

#*Required Training/s*#

Required Work Experience

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

Job Brief

- AU Small Finance Bank Limited is seeking a dedicated and results-driven Sales Officer to join our dynamic Sales Department. This role is pivotal in driving the bank's growth by identifying and acquiring new customers, promoting our financial products, and ensuring excellent customer service. The ideal candidate will have a strong understanding of the financial services industry, excellent communication skills, and the ability to work effectively in a target-driven environment. This position requires a proactive approach to market analysis, customer engagement, and collaboration with internal teams to achieve business objectives and enhance the bank's market presence.

Responsibilities

Identify and develop new business opportunities by targeting potential customers within the assigned territory.
Promote and sell the bank’s financial products and services, including savings accounts, loans, and investment options.
Build and maintain strong relationships with existing and prospective clients to ensure customer satisfaction and retention.
Conduct market research and competitor analysis to identify trends and adjust sales strategies accordingly.
Achieve and exceed monthly and quarterly sales targets set by the management.
Collaborate with internal teams such as credit, operations, and marketing to ensure smooth onboarding and servicing of customers.
Prepare and present sales reports, forecasts, and market feedback to senior management.
Ensure compliance with all regulatory and internal policies during the sales process.
Participate in training programs to stay updated on product knowledge and sales techniques.
Resolve customer queries and issues promptly to maintain high levels of customer trust and loyalty.

Skill

Financial Product Knowledge
Customer Relationship Management (CRM)
Sales Strategy Development
Market Research and Analysis
Negotiation Skills
Communication and Presentation
Target Achievement
Regulatory Compliance
Lead Generation
Customer Service Excellence

Preferred Qualifications

Bachelor’s degree in Business Administration, Finance, or a related field.
Minimum of 3 years of experience in sales within the financial services sector, preferably in banking.
Proven track record of meeting or exceeding sales targets in a competitive environment.
Strong understanding of banking products, financial regulations, and market dynamics.
Excellent communication, negotiation, and interpersonal skills.
Ability to work independently and as part of a team in a fast-paced environment.
Proficiency in CRM software and MS Office applications.

Key Performance Indicators

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Required Competencies

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Required Knowledge

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Required Skills

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Required Abilities