Job Description - Senior Officer - Savings Account
Basic Information
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Role/Job Title - Bank Officer - Savings Account
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Place of work – Pan India
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Business - Retail Banking
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Function/ Department - Branch Banking
Job PurposeThe role entails direct customer interaction and is responsible for business acquisition of savings accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
Roles & Responsibilities
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Acquisition of NTB Savings account customers in the identified segment and reference generation from the specified catchment area
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Ensure acquisition of high-quality savings accounts in terms of product mix, segments and constitution mix
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Proactive registration and activation of acquired customers to direct banking channels
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Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer
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Assist and support the Sales Manager in catchment mapping and scoping exercise
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Provide regular feedback to SM / RM on opportunities and customer needs
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Ensure adherence to selling norms and SOPs defined by the organization
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Ensure strict compliance with internal guidelines and external regulations
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Ensure quality sourcing in line with the Bank's policy
•
High degree of market awareness and understanding of customer's needs
•
Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity
Job Requirements - Academics Post Graduate and above
Compensation and grade offered ( Bank Officer – Campus – PG – CASA )
Role
Grade
Fixed Pay (Rs.Lkhp.a)
Bank Officer – CA
Senior Officer
3
Bank Officer – SA
Senior Officer
3
Job Description
Job Title - Senior Officer - Current Account
Place of work – Pan India
Business Unit - Retail Banking
Function – Branch Banking
Job Purpose:
The role entails direct customer interaction and is responsible for business acquisition of current accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
Roles & Responsibilities:
•
Acquisition of NTB Current account customers in the identified segment and reference generation from the specified catchment area
•
Ensure acquisition of high-quality current accounts in terms of product mix, segments and constitution mix
•
Proactive registration and activation of acquired customers to direct banking channels
•
Meet and exceed the defined targets of new customer acquisitions month on month by analyzing transaction banking needs of the customer
•
Assist and support the Sales Manager in catchment mapping and scoping exercise
•
Provide regular feedback to SM / RM on opportunities and customer needs
•
Ensure adherence to selling norms and SOPs defined by the organization
•
Ensure strict compliance with internal guidelines and external regulations
•
Ensure quality sourcing in line with the Bank's policy
•
High degree of market awareness and understanding of customer's needs
•
Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity
Educational Qualifications:
Post Graduate and above
Compensation and grade offered ( Bank Officer – Campus – PG – CASA )
Role
Grade
Fixed Pay (Rs.Lkhp.a)
Bank Officer – CA
Senior Officer
3
Bank Officer – SA
Senior Officer
3
Prescreening Questions – Bank Officer – Hiring – Campus
Is there any FIR / investigation(s) against you in the past / present and / or been arrested?
No
Yes ( If yes – please provide the details )
Do you have an immediate relative / family member working with IDFC FIRST Bank?
No
Yes (If yes – please provide the details)
Do you have a two-wheeler?........................Add this to the existing declaration
Yes
No
If yes, Is the vehicle in your name?..............Add this to the declaration
Are you below the age of 30 years?.....................Add this to the declaration
Yes
No
Are you open for a field sales role?............Add this to the declaration
Yes
No
Are you open for relocation (Different Clusters within the bank)?..........Add this to the declaration
Yes
No
Is your graduation Full Time or through a part time mode?...............Add this to the declaration
Full Time
Part Time
Company website:
http://www.idfcfirstbank.com/IDFC First Bank (formerly IDFC Bank in Mumbai )that forms part of IDFC, an integrated infrastructure finance company. The bank started operations on 1 October 2015. The bank serves corporate and private customers in India including the infrastructure sector that IDFC specialized in from its founding in 1997. The bank also aims to provide services to people in rural areas and to the self-employed.
Job location would be cities close to you and Rest of East India.
Registration Link for the students (fill this link first & Save your ID/Password, Write your College Name as Marwari College, Ranchi , Select IDFC Bank while filling this form) :
https://virtual-event.convstaging.com/user/signupSkillsConnect, a Acura Solutions offering, is a digital hiring platform which digitizes the entire campus hiring through the digital platform.
Request all your students to fill the details using their laptop only.
The Students have to retain the login id and password for the further interview process.