Sales Office Corporate Salary

Job Description

Job Title:- Sales Officer Corporate SalaryFunctional Title Sales Officer Corporate SalaryGrade Sr. Officer / AM Management Band Juinor ManagementBusiness Unit Retail Banking DivisionDepartment Service Management LocationReporting to Senior Sales Manager No. of Direct Reports -SECTION II: ROLE SUMMARYThe role holder is responsible for acquiring incremental accounts from the corporate. The incumbent should be able toleverage opportunities for cross sell of insurance and other revenue products. The role holder should ensure compliance toKYC and other banking norms.SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIESStrategic/ ManagerialResponsibilities NILCoreResponsibilities Generate Incremental Revenues: Assists the leader to achieve the portfolio business objectives by acquiring incremental accounts from the corporate and maximizing second product cross sell at the time of account opening Completes the Cross sell of an additional product within 60 days of account opening Generates leads for asset / investment products Account Opening and Compliance: Ensures FTNR on logged in AOFs is within set benchmarks Communicates to the employees the requirements of KYC documents (as per the approved account opening process)People Management or Self- ManagementResponsibilities Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.Risk and Internal ControlResponsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.SECTION V: KNOWLEDGE & EXPERIENCEKNOWLEDGE :- MinimumQualifications Bachelors degreeProfessionalCertifications AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantageSkills Strong written and verbal communication skills Fully conversant with MS Office Excellent networking & interpersonal skills Strong Decision making ability Ability to manage complex client situations Sensitive to issues of confidentially and compliance Strong sense of accountability and self-initiative Good Market knowledge of Retail Banking or Consumer Banking or Branch Banking Good knowledge of regulatory guidelinesEXPERIENCEYears of Experience A minimum of 1 year of relevant experienceSECTION VI: COMPETENCIES & KEY PERFORMANCE INDICATORSBEHAVIORAL COMPETENCIESCoreCompetencies Competency Name Behaviors Customer Focus Listens to and demonstrates an understanding of customers stated needs Delivers customer value through timely and quality execution Develops an understanding of problems and employs existing or new methods to find solutions Professional Entrepreneurship Takes proactive and constructive action at work with little or no direction from others Displays responsibility for problems, initiatives and tasks that lie within the domain of own role Drive for Results Seeks to understand the rationale for key decisions and understands implications for own role/ actions Displays a sense of urgency to deliver outcomes as per statedtimelines Reacts to challenges by displaying an optimistic demeanor Influence and Impact Uses simple persuasion techniques to achieve the desired result / action / commitment from others Responds to stated requirements of internal/ external stakeholders by keeping a solution oriented mindset Quality Focus Ensures adherence to quality standards in work/service delivery, identifies opportunities for improvement in routine course of work Adheres to laid down systems, procedures and identifies opportunities to enhance efficiency in own sphere of work through incremental improvementLeadershipCompetencies Competency Name Behaviors Lead the way Displays awareness and understanding of the external environment relevant to own area of work and is able to assess their impact on the business in which he operates Translates the Banks vision to own sphere of work and defines plan for achievement of the growth and scale objectives Actively seeks, identifies and promotes opportunities to try out new ideas Frequently communicates the organizational strategy and energizes employees within own region to realize Bank objectives and live the brand Lead and Develop people Sets performance expectations at the department level, monitoring performance, providing measurement systems, driving accountability and rewarding high performance Enables empowerment by assigning clear challenging tasks with definitive accountabilities, resources and authority Coaches and mentors employees to develop required skills, provides developmental tools and provides continuous feedback and support Enables Change Displays the ability to depart from traditional methods/behaviors and adapting quickly when situational constraints require new or different approaches Cascades the vision for change, and leads required transformation in structure, processes and capability to ensure a smooth transition Encourages team members to respond positively to changes, encouraging discussion, responding with empathy to their anxietyTECHNICAL COMPETENCIESTechnicalCompetencies Incremental Account Acquisition Cross sell Compliance Timely MIS Submission

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