Senior Bank Officer

PrimeTalentBridge; New Delhi; On-site; INR 500,000 - 800,000; Full time

Benefits offered by this job

Medical insurance

Job summary

PrimeTalentBridge is seeking a Senior Bank Officer Business Account in New Delhi to lead sales growth and client onboarding. The role focuses on acquiring CASA and liability accounts, cross-selling banking products, and delivering strong customer service within a busy branch environment.

You will target new and existing customers, drive portfolio expansion, and ensure smooth onboarding while adhering to regulatory standards and internal processes.

Qualifications

• 0-3 years of experience in BFSI sales or service roles.
• Bachelor-level degrees listed above with specialization in banking/finance.
• Proven ability to meet sales targets and build client relationships.

Responsibilities

• Acquire CASA and liability accounts through cold calling, market references, and walk-ins.
• Drive cross-selling of banking products and services to existing and new customers.
• Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs.
• Achieve monthly and quarterly sales targets as defined in the performance scorecard.
• Ensure growth in customer base and deepening of existing relationships through effective portfolio management.
• Implement branch-level sales and marketing activities to support overall business growth and brand visibility.
• Drive liability acquisition by building and maintaining strong customer relationships.
• Source new customers through multiple channels including local campaigns, walk-ins, customer referrals, industry associations, and market networking.
• Ensure timely and accurate opening of accounts, providing a seamless onboarding experience for new-to-bank (NTB) customers.
• Support overall branch performance by contributing to both customer service and compliance standards.
• Maintain high levels of customer satisfaction and ensure prompt resolution of queries or issues.
• Ensure adherence to internal processes, audit requirements, and regulatory guidelines.

Skills

Sales targets

Cross-selling

Portfolio management

Customer service

Education

Bachelor of Applied Science (BASc), Bachelor of Architecture (BArch), Bachelor of Arts (BA), Bachelor of Business Administration (BBA), Bachelor of Commerce (BCom), Bachelor of Education (BEd), Bachelor of Engineering (BE), Bachelor of Fine Arts (BFA), Bachelor of Laws (LLB) with specialization in Banking and Financial Support services

Job description

Senior Bank Officer Business Account

Location: New Delhi, Delhi, India
Work Arrangement: On-site
Employment Type: Full-time

About the Opportunity

One of our banking clients is looking for a Senior Bank Officer Business Account.

The position is accountable for meeting sales targets, including number and value, as per the defined scorecard.

Primary Responsibilities

• Acquire CASA and liability accounts through cold calling, market references, and walk-ins.

• Drive cross-selling of banking products and services to existing and new customers.

• Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs.

• Achieve monthly and quarterly sales targets as defined in the performance scorecard.

• Ensure growth in customer base and deepening of existing relationships through effective portfolio management.

Additional Responsibilities

• Implement branch-level sales and marketing activities to support overall business growth and brand visibility.

• Drive liability acquisition by building and maintaining strong customer relationships.

• Source new customers through multiple channels including local campaigns, walk-ins, customer referrals, industry associations, and market networking.

• Ensure timely and accurate opening of accounts, providing a seamless onboarding experience for new-to-bank (NTB) customers.

• Support overall branch performance by contributing to both customer service and compliance standards.

• Maintain high levels of customer satisfaction and ensure prompt resolution of queries or issues.

• Ensure adherence to internal processes, audit requirements, and regulatory guidelines.

Educational Qualifications Preferred

• Bachelor of Applied Science (BASc), Bachelor of Architecture (BArch), Bachelor of Arts (BA), Bachelor of Business Administration (BBA), Bachelor of Commerce (BCom), Bachelor of Education (BEd), Bachelor of Engineering (BE), Bachelor of Fine Arts (BFA), Bachelor of Laws (LLB) with specialization in Banking and Financial Support services, Banking, corporate, finance and securities law and experience between 0.5–3 years.

Required Work Experience

• Industry: BFSI

• Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer

• Years of experience: 0 to 3

Key Performance Indicators

• Business Volume

• Acquisition Targets

• Average Ticket Size

• Boarding Rate

• Lead Conversion Rate

• Cross-Sell Ratio

• Customer Retention Rate

• Referral Generation

• Campaign Effectiveness

• Onboarding Satisfaction Rate

• Account Opening Turnaround Time

Required Competencies

• Ownership and accountability for results.

• Customer-centric mindset and actions.

• Adept at handling digital business apps and software.

• Hard work and detail-orientation.

• Eager to learn and grow as a banking professional.

• Positive mindset, ethical and high integrity.

• Bias for Action and Urgency.

Required Knowledge

• Aptitude for lead generation.

• Target Market Knowledge – Local Area geography familiarity.

• Familiarity with Digital applications.

• Detailed data collection/recording.

Required Skills

• Professional Communication – Regional language proficiency, verbal and written fluency, soft-spoken.

• Relationship Management – Client-Centric Approach, respectful.

• Sales Forecasting & Reporting.

Required Abilities

Physical:

• Physical fitness.

• Mental agility.

• Ability to do extensive field travel/work.

• Ability to handle work pressure and demanding clients.

Other:

• Valid Two-Wheeler Driving License.

• Personal 2-wheeler.

• Own Smartphone.

• Track record of past employment.

• Positive reference check and clear civil report.

Work Environment

• 90% Field

• 10% Office

Specific Requirements

• Travel: High

• Vehicle: 2-wheeler

Other Details

• Contract Type: Permanent

• Time Constraints: Flexible workhours as per business requirement

• Compliance Related:

  • Adherence to Code of Conduct policy of the bank.

  • Non-disclosure of confidential information about bank and clients.

  • Responsible handling of bank assets such as ID Card, SIM, marketing material, digital devices, receipt book, etc.

  • Ensure adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) guidelines during all customer onboarding and account-opening processes.

Benefits

• Medical insurance