IDFC - BO - TEJAL- PUNE- NOV

Roles & Responsibilities:

• Acquisition of NTB Current account customers in the identified segment and reference generation from the specified catchment area
• Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix
• Proactive registration and activation of acquired customers to direct banking channels
• Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer
• Assist and support the Sales Manager in catchment mapping and scoping exercise
• Provide regular feedback to SM / RM on opportunities and customer needs
• Ensure adherence to selling norms and SOPs defined by the organization
• Ensure strict compliance with internal guidelines and external regulations
• Ensure quality sourcing in line with the Bank’s policy
• High degree of market awareness and understanding of customer’s needs
• Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity

Required Skills

sales officer, casa, current account, saving account