Sales Officer - DST

AU SMALL FINANCE BANK

Maharashtra

On-site

INR 350,000 - 520,000

Full time

9 hours ago

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Job summary

AU Small Finance Bank Limited is seeking a proactive Sales Officer to drive growth by acquiring new customers and promoting our financial products within the assigned territory. This role emphasizes client engagement, market analysis, and collaboration with internal teams to ensure seamless onboarding and exceptional service.

The ideal candidate has 3+ years in financial services sales, excellent communication skills, and a track record of meeting targets in a banking/microfinance environment.

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 or microfinance.
Strong communication skills and the ability to work in a target-driven environment.

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 retention and satisfaction.
Conduct market research and competitor analysis to stay informed about industry 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 seamless customer onboarding and service delivery.
Prepare and present sales reports, forecasts, and market feedback to senior management for strategic decision-making.
Ensure compliance with all regulatory requirements and internal policies during the sales process.
Participate in training programs to enhance product knowledge and sales techniques.
Resolve customer queries and issues promptly to maintain high levels of customer satisfaction.

Skills

Financial Product Knowledge

CRM

Sales Strategy Development

Market Research and Analysis

Negotiation and Persuasion

Regulatory Compliance

Communication and Interpersonal Skills

Target Achievement

Report Preparation and Presentation

Problem Solving

Education

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

Job description

Financial Product Knowledge

Group Company: AU Small Finance Bank Limited

Designation: Sales Officer - DST

Reporting Team

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

Educational Qualifications Preferred

#*Education and Experience*#

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

Required Certification/s

#*Required Certification/s*#

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 sales objectives and contribute to the bank's overall success.

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 retention and satisfaction.
Conduct market research and competitor analysis to stay informed about industry 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 seamless customer onboarding and service delivery.
Prepare and present sales reports, forecasts, and market feedback to senior management for strategic decision-making.
Ensure compliance with all regulatory requirements and internal policies during the sales process.
Participate in training programs to enhance product knowledge and sales techniques.
Resolve customer queries and issues promptly to maintain high levels of customer satisfaction.

Skill

Financial Product Knowledge
Customer Relationship Management (CRM)
Sales Strategy Development
Market Research and Analysis
Negotiation and Persuasion
Regulatory Compliance
Communication and Interpersonal Skills
Target Achievement
Report Preparation and Presentation
Problem Solving

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 or microfinance.

Key Performance Indicators

#*Key Performance Indicators*#

Required Competencies

#*Required Competencies*#

Required Knowledge

#*Required Knowledge*#

Required Skills

#*Required Skills*#

Required Abilities