Bank Officer Business Account

Group Company: AU Small Finance Bank Limited

Designation: Bank Officer Business Account

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.

Additional Responsibilities

• 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.