Walkin Interview Sales Manager EXIM CASA

We have urgent opening for Sales Officer CA/ Sales Manager EXIM

Interview Date- 28 th Nov -24

Time -10 AM to 2 PM

Venue- 2nd Floor, Plot No-444, Udyog Vihar, Phase-5, Gurugram, Haryana 122008

Reference - Ankita Kolambkar

Contact Person- Kritika Phatak

Job Description

• To identify and acquire new EXIM CA customers in the identified segment and reference generation from the specified catchment
• To identify and acquire new product/ program eligible CA in the identified segment and reference generation from the specified catchment
• To drive activation and income generation from Trade and Forex line of business in tandem with Subject Matter Experts
• To achieve daily/ weekly/ monthly customer acquisition target
• To support in building incremental CA values in self-sourced base
• To ensure initial customer handholding & M+3 activation (Right advice to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions)
• To ensure digital onboarding and activation on the banks key digital platforms (CNB, Smart Trade, IRIS, Yes Connect etc.)
• To attract new-to-bank qualified customers in consistence with the Banks business strategy
• To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking
• To ensure required level of service for in-coming customers, to consult customers on credit and banking products.

Regards,

Ankita