Sales Officer-Retail Assets-LAS and EL

Job Title:

Sales Officer-Retail Assets-LAS and EL

Job Details:

Business Unit (PA): Retail Assets - LAS and EL

Team: Retail Assets - LAS and EL

Reports to (job): Sales Manager – LAS

Location of Role: PAN India

Job Fn: Sales Officer

Role Type: Individual

No of direct reportees: 0

Travel Required: Customer Visits

Job Band Range: S1 & S2

JD Created date: 16-Aug-14

JD Updated date: 14-May-24

Version No: 1.1

Job Purpose:

Provide adequate support to branches by timely updating leads shared by them.

Job Responsibilities:

Primary Responsibilities (Productivity Benchmark):

Acquire new LAS & EL clients and meet monthly productivity benchmarks.

Speak and follow up with existing LAS customers for enhancement cases.

Call clients daily for reminders and follow-ups.

Branch Visit & Engagement:

Visit and manage assigned branches.

Constantly engage with RM, PB, and other Branch staff for maximum lead generation.

Attend and ensure timely closure of generated leads.

Documentation collection and file login at Local Ops/RAOPS.

Provide prompt service for any customer queries Pre and Post sales.

Create LAS product awareness & lead generation through marketing activities like pamphlet distribution via LAS Camps in Corporates, Loan Melas/carnivals.

Cross-Sell:

Cross-sell Asset and Liability products: CASA & Fixed Deposit.

Cross-sell TPP products: Life and Non-Life Insurance.

FTNR:

Login FTR files at Local Ops/RAOPS.

Follow up with Local Ops/RAOPS to ensure timely disbursement of cases, avoiding end-of-month delays.

Educational Qualifications:

Graduate and Post Graduate with a minimum of 50% Marks.

Key Skills:

Good Team spirit

Convincing and Influencing skills

Time Management

Good communication skill

Experience Required:

1 to 3 Years

Major Stakeholders:

Entire Sales Vertical /Operation/Policy team

Branch Banking Team