Sales Officer - DST

AU SMALL FINANCE BANK

Mumbai

On-site

INR 520,000 - 760,000

Full time

9 days ago

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Job summary

AU Small Finance Bank Limited is seeking a dedicated Sales Officer to promote and sell our financial products. You will drive growth by engaging customers, understanding their needs, and offering suitable banking solutions. The role requires strong communication skills, market insight, and a track record of meeting targets.

You will collaborate with marketing and product teams to execute campaigns, maintain customer relationships, and ensure regulatory compliance across sales activities.

Qualifications

Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
3-5 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 knowledge of banking products, financial regulations, and market dynamics.
Excellent communication, negotiation, and presentation skills.
Proficiency in CRM software and Microsoft Office Suite.

Responsibilities

Develop and implement sales strategies to achieve branch and bank-wide targets for financial products and services.
Identify and engage potential customers through market research, networking, and lead generation activities.
Conduct detailed needs analysis to recommend appropriate banking solutions tailored to individual and business clients.
Build and maintain strong relationships with existing and prospective customers to foster loyalty and repeat business.
Collaborate with marketing and product teams to design and execute promotional campaigns and sales initiatives.
Monitor market trends, competitor activities, and customer feedback to adapt sales approaches and improve service delivery.
Prepare and present regular sales reports, forecasts, and performance analysis to senior management.
Ensure compliance with regulatory requirements and internal policies during all sales processes.
Participate in training programs to stay updated on new products, services, and industry developments.
Resolve customer queries and issues promptly to maintain high levels of customer satisfaction.

Skills

Financial products

CRM knowledge

Sales strategy

Lead generation

Negotiation

Market analysis

Regulatory compliance

Communication

Forecasting

Problem solving

Team collaboration

Time management

CRM software

MS Office

Education

Bachelor’s degree

Tools

CRM software

Microsoft Office

Job description

Job Description

Group Company

AU Small Finance Bank Limited

Designation

Sales Officer - DST

Office Location

Position description

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Primary Responsibilities

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Additional Responsibilities

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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

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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 effectively promoting and selling our financial products and services to a diverse customer base. The ideal candidate will possess a deep understanding of the financial services industry, excellent interpersonal skills, and a proven track record in achieving sales targets. This position requires strategic planning, customer relationship management, and collaboration with cross-functional teams to enhance market penetration and customer satisfaction.

Responsibilities

Develop and implement sales strategies to achieve branch and bank-wide targets for financial products and services.
Identify and engage potential customers through market research, networking, and lead generation activities.
Conduct detailed needs analysis to recommend appropriate banking solutions tailored to individual and business clients.
Build and maintain strong relationships with existing and prospective customers to foster loyalty and repeat business.
Collaborate with marketing and product teams to design and execute promotional campaigns and sales initiatives.
Monitor market trends, competitor activities, and customer feedback to adapt sales approaches and improve service delivery.
Prepare and present regular sales reports, forecasts, and performance analysis to senior management.
Ensure compliance with regulatory requirements and internal policies during all sales processes.
Participate in training programs to stay updated on new products, services, and industry developments.
Resolve customer queries and issues promptly to maintain high levels of customer satisfaction.

Skill

Financial Product Knowledge
Customer Relationship Management (CRM)
Sales Strategy Development
Lead Generation and Prospecting
Negotiation and Closing Skills
Market Analysis
Regulatory Compliance
Communication and Presentation
Data Reporting and Forecasting
Problem Solving
Team Collaboration
Time Management

Preferred Qualifications

Bachelor’s degree in Business Administration, Finance, Marketing, or a related field.
Minimum of 3-5 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 knowledge of banking products, financial regulations, and market dynamics.
Excellent communication, negotiation, and presentation skills.
Proficiency in CRM software and Microsoft Office Suite.
Ability to work independently and as part of a team in a fast-paced environment.

Key Performance Indicators

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Required Competencies

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Required Knowledge

#*Required Knowledge*#

Required Skills

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Required Abilities