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Bank Officer Swadesh Banking

AU Small Finance Bank

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Responsibilities

  • AU Small Finance Bank Limited Designation: Bank Officer Swadesh Banking Office Location: Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1.
  • Acquire CASA and liability accounts through cold calling, market references, and walk-ins.
  • 2.
  • Drive cross-selling of banking products and services to existing and new customers.
  • 3.
  • Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs.
  • 4.
  • Achieve monthly and quarterly sales targets as defined in the performance scorecard.
  • 5.
  • Ensure growth in customer base and deepening of existing relationships through effective portfolio management.
  • 1.Implement branch-level sales and marketing activities to support overall business growth and brand visibility.
  • 2.
  • Drive liability acquisition by building and maintaining strong customer relationships.
  • 3.
  • Source new customers through multiple channels including local campaigns, walk-ins, customer referrals, industry associations, and market networking.
  • 4.
  • Ensure timely and accurate opening of accounts, providing a seamless onboarding experience for new-to-bank (NTB) customers.
  • 5.
  • Support overall branch performance by contributing to both customer service and compliance standards.
  • 6.
  • Maintain high levels of customer satisfaction and ensure prompt resolution of queries or issues.
  • 7.
  • Ensure adherence to internal processes, audit requirements, and regulatory guidelines.

Requirements

  • Reporting Department: 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 Category: Field specialization: Degree: Academic score: Institution tier: Required Certification/s: Required Training/s: 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.
  • ownership and accountability for results 2.
  • Customer-centric mindset and actions 3. adept at handling digital business apps and software 4. hard work and detail-orientation 5. eager to learn and grow as a banking professional 6. positive mindset, ethical and high integrity 7.
  • Bias for Action and Urgency Required Knowledge: 1.
  • Aptitude for lead generation 2.
  • Target Market Knowledge - Local Area geography familiarity 3.
  • Familiarity with Digital applications 5.
  • 1.
  • Regional language proficiency, verbal and written fluency, soft-spoken 2.
  • Relationship Management - Client-Centric Approach, respectful 3.
  • Sales Forecasting & Reporting Required abilities Physical: 1.
  • Physical fitness 2.
  • Mental agility 3.
  • Ability to do extensive field travel/work 4.
  • Ability to handle work pressure and demanding clients Other: 1.
  • Valid Two-Wheeler Driving License 2.
  • Personal 2-wheeler 3.
  • Own Smartphone 4. track record of past employment 5.
  • Positive reference check and clear civil report Work Environment Details: 90% - Field, 10% - Office Specific requirements Travel: High Vehicle: 2-wheeler Work Permit: Other details Pay Rate: Contract Types: Permanent Time Constraints: Flexibile workhours as per business requirement Compliance Related: 1.
  • Responsible handling of bank assets s.a. ID Card, SIM, Marketing material, digital devices, Receipt book etc.
  • 4.
  • Ensure adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) guidelines during all customer onboarding and account-opening processes.

Professional Communication

  • Aherence to Code of Conduct policy of the bank 2. Non-disclosure of confidential information about bank, clients 3.
  • Union Affiliation: