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RSBO - Retail Banking Sales Officer

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SVC Bank

Aug 29

Applications are closed

  • Job
    Full-time
    Junior Level
  • Sales & Business Development
    Banking & Finance
  • Mumbai

Requirements

  • Preferred Age: Up to 35 years
  • Qualification & Experience: MBA/ Post Graduate Diploma of two years full-time or part-time from a recognized University or Institute affiliated to AICTE/ recognized University OR Graduate from a recognized University with minimum 1 year of experience in Sales in BFSI sector.
  • The candidate should have an ability to understand banking requirements and accordingly build banking relationships.
  • Effective Verbal & Written Communication, Interpersonal Skills, Meeting Sales Goals, Product Knowledge, Self-motivated
  • Past experience of working in CASA Sales will be helpful

Responsibilities

  • Achieve established sales targets by preparing weekly, fortnightly and monthly sales and lead plans.
  • Customer profiling – create customer profiles (customer name, age, occupation, family members, birthdays, anniversaries, etc.) and identify sales and service opportunities through these profiles.
  • Deliver excellent customer service that ensures ongoing sales and high level of customer satisfaction.
  • Work with NTB (new to bank) customers to determine their needs and then recommend the right product and service.
  • Closely work with Branch Operations team, Product and Marketing while sourcing CASA/TD business.
  • Develop and cultivate strong buying relationships with customers.
  • Use Bank literature and available training resources to stay up to date on product features.
  • Catchment Mapping - Identify and map key areas which meet SVC Bank profile customers.
  • Conduct activities and lead generation camps in co-ordination with branches and their catchment areas to increase customer reach and sales.
  • Cross sell opportunities in Advances and TPP for the Bank.
  • Submit DSR to reporting authority on a daily basis.
  • Conduct activities as per plans with reporting authority.
  • Keep oneself updated with regards to changes in product features, fixed deposit rates etc. of SVC Bank and Competition.
  • Monitor and report on the activities of competitors and potential collaborators and to identify business opportunities and threats.

FAQs

What is the job title for this position?

The job title is Retail Banking Sales Officer (RSBO).

Where are the locations for this position?

The positions are available in Mumbai, Pune, and Bengaluru.

How many open positions are there for this role?

There are 25 open positions for the Retail Banking Sales Officer role.

What is the preferred age limit for candidates applying for this position?

The preferred age limit for candidates is up to 35 years.

What educational qualifications are required for this position?

Candidates should have an MBA/Post Graduate Diploma from a recognized University or Institute, or be a Graduate with a minimum of 1 year's experience in Sales in the BFSI sector.

Is prior experience in BFSI necessary for this job?

While prior experience is not mandatory for all candidates, a minimum of 1 year of experience in Sales within the BFSI sector is preferred for graduates.

What are key responsibilities of the Retail Banking Sales Officer?

Key responsibilities include achieving sales targets, customer profiling, delivering excellent customer service, working with new to bank customers, and developing relationships with customers.

What selection process will candidates undergo?

Shortlisted candidates will undergo an aptitude test followed by an interview. Candidates successful in both will be selected.

What kind of training will be provided?

Training will be provided on products, services, policies, communication skills, and selling skills.

How should candidates apply for this position?

Candidates should send their detailed resume along with a photograph to careers@svcbank.com and mention the position applied for in the subject line of the email.

Are there any specific skills required for this role?

Required skills include effective verbal and written communication, interpersonal skills, the ability to meet sales goals, product knowledge, and self-motivation.

Does the bank engage any agents for recruitment?

No, SVC Bank does not engage any agents or agencies for the recruitment of on-roll employees.

Experience. Expertise. Excellence. Hum Se Hai Possible.

Finance
Industry
1001-5000
Employees
1906
Founded Year

Mission & Purpose

SVC Bank, or SVC Cooperative Bank, is a financial institution based in India that offers a range of banking services to its customers, including savings accounts, loans, and investment options. Their ultimate mission is to provide reliable and accessible banking solutions to enhance the financial well-being of their clients while promoting economic growth in the communities they serve. The bank aims to combine traditional banking values with modern financial technologies to deliver high-quality service and meet the evolving needs of their customers. Their purpose is to build long-term relationships with clients through trustworthy, efficient, and customer-centric banking practices

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