Branch Sales Officer

Business Development Officer CASA SALES

Key Responsibilities:

 Identify potential catchment areas of potential retail liabilities customers for Equitas Bank.

 Build a database of customer leads through references, opening stalls in areas where there are higher number

of footfalls – like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc.

 Schedule meetings with potential liabilities customers and understand their requirement; thereafter

presenting them with the most suitable products and explaining the features/benefits.

 Communicate clearly to customers on the requirements for various types of products & services – for

example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents

required to be submitted to bank with Equitas.

 Ensure that all customer documents are verified with originals and are handled with care and confidentiality.

 Complete all account opening related processes accurately so that the customer experience is enhanced and

forms the foundation of a long relationship with the bank.

 Maintain continuous communication with customers on the status of their account opening process.

 Frequently communicate with newly signed up customers and assist them with additional products and

services based on their requirements – for example, relevant loan products, investment products etc.

 Build reference network from newly signed up customers for potential leads.

 Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor.

Desired Experience:

 Number of years of experience (range): 1 – 4 years.

 Type of companies/sector worked for: Banks/Insurance/Direct Sales like Credit Card, Pharma, Telecom,

Consumer Durables like Water Purifiers, Vacuum Cleaners etc.

 Profile: The applicant should have been in a field sales role (he/she should be meeting customers in person on

a daily basis to explain about products / follow up on previous meetings / courtesy calls with existing

customers to explore additional client relationship strengthening opportunities). He/she should be

presentable and should be able to articulate clearly.

 Hiring Criteria per Branch: A) 50% of the hiring budget for BDOs in the branch should be candidates with

experience in CASA acquisition and who have been earning incentives consistently. B) 30% of the hiring

budget for BDOs in the branch can be candidates with direct sales experience from other industries like

Insurance, Credit Cards, Pharma, Telecom, Consumer Durables, etc, who have been earning incentives

consistently. C) 20% of the hiring budget for BDOs in the branch can be Fresher Graduates, preferably with

certification from Banking Training Institutes / Sales Training Institutes.

• It is a Full Time Field Sales job for candidates with 6 months - 5 years of experience.

More about this Branch Sales Officer job

1. What is the eligibility criteria to apply for this Branch Sales Officer job?
   Ans: The candidate should be Graduate and above and above with 6 months - 5 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹14000 - ₹24000 per month + Incentives that depends on your interview. It's a Full Time job in Ahmedabad.
3. How many working days are there for this Branch Sales Officer job?
   Ans: This Branch Sales Officer job will have 6 working days.
4. Are there any charges applicable while applying or joining this Branch Sales Officer job?
   Ans: No, there is no fee applicable for applying this Branch Sales Officer job and during the employment with the company, i.e., EQUITAS SMALL FINANCE BANK.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Branch Sales Officer role?
   Ans: There is an immediate opening of 20 Branch Sales Officer at EQUITAS SMALL FINANCE BANK
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Field Sales job.
8. What are the timings of this Branch Sales Officer job?
   Ans: This Branch Sales Officer job has 09:00 AM - 06:00 PM timing.