Senior Bank Officer

Location: Jaipur Tehsil Rajasthan India
Work Arrangement: On-site
Employment Type: Full-time

One of our banking clients is looking for a Senior Bank Officer Branch Banking.

The role is accountable for meeting sales targets including number and value as per the defined scorecard.

• Acquire CASA and liability accounts through cold calling market references and walk-ins.

• Drive cross-selling of banking products and services to existing and new customers.

• Promote and sell third-party financial products including life insurance health insurance and mutual fund SIPs.

• Achieve monthly and quarterly sales targets as defined in the performance scorecard.

• Ensure growth in customer base and deepening of existing relationships through effective portfolio management.

• Implement branch-level sales and marketing activities to support overall business growth and brand visibility.

• Drive liability acquisition by building and maintaining strong customer relationships.

• Source new customers through multiple channels including local campaigns walk-ins customer referrals industry associations and market networking.

• Ensure timely and accurate opening of accounts providing a seamless onboarding experience for new-to-bank (NTB) customers.

• Support overall branch performance by contributing to both customer service and compliance standards.

• Maintain high levels of customer satisfaction and ensure prompt resolution of queries or issues.

• Ensure adherence to internal processes audit requirements and regulatory guidelines.

• Bachelor of Applied Science (BASc) Bachelor of Architecture (BArch) Bachelor of Arts (BA) Bachelor of Business Administration (BBA) Bachelor of Commerce (BCom) Bachelor of Education (BEd) Bachelor of Engineering (BE) Bachelor of Fine Arts (BFA) Bachelor of Laws (LLB) with specialization in Banking and Financial Support services Banking corporate finance and securities law and experience between 0.53 years.

• Industry: BFSI

• Role: Sales Executive Sales Officer Customer Service Executive/Officer Relationship Executive/Officer

• Years of experience: 0 to 3

• Business Volume

• Acquisition Targets

• Average Ticket Size

• Boarding Rate

• Lead Conversion Rate

• Cross-Sell Ratio

• Customer Retention Rate

• Referral Generation

• Campaign Effectiveness

• Onboarding Satisfaction Rate

• Account Opening Turnaround Time

• Ownership and accountability for results.

• Customer-centric mindset and actions.

• Adept at handling digital business apps and software.

• Hard work and detail-orientation.

• Eager to learn and grow as a banking professional.

• Positive mindset ethical and high integrity.

• Bias for Action and Urgency.

• Aptitude for lead generation.

• Target Market Knowledge Local Area geography familiarity.

• Familiarity with Digital applications.

• Detailed data collection/recording.

• Professional Communication Regional language proficiency verbal and written fluency soft-spoken.

• Relationship Management Client-Centric Approach respectful.

• Sales Forecasting & Reporting.

Physical:

• Physical fitness.

• Mental agility.

• Ability to do extensive field travel/work.

• Ability to handle work pressure and demanding clients.

Other:

• Valid Two-Wheeler Driving License.

• Personal 2-wheeler.

• Own Smartphone.

• Track record of past employment.

• Positive reference check and clear civil report.

• 90% Field

• 10% Office

• Travel: High

• Vehicle: 2-wheeler

• Contract Type: Permanent

• Time Constraints: Flexible workhours as per business requirement

• Compliance Related: Adherence to Code of Conduct policy of the bank; non-disclosure of confidential information about bank and clients; responsible handling of bank assets such as ID Card SIM marketing material digital devices and receipt book; adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) guidelines during customer onboarding and account-opening processes.

• Benefits: Medical insurance