Role Summary
We are seeking a proactive and target-driven Current Account (CA) Acquisition Officer (1–5 Years) on behalf of our premier banking client in Jaipur. In this field-based sales role, you will be the primary driver for net-new business customer onboarding across Jaipur's commercial hubs—identifying corporate clients, commercial traders, wholesalers, and local businesses to open Current Accounts. You will balance aggressive field prospecting with strict regulatory compliance (KYC), customer relationship management, and cross-selling across the bank's wider financial portfolio.
Key Responsibilities
1. High-Impact Customer Acquisition
- Field Prospecting: Conduct daily local field visits, mapping Jaipur's commercial markets, industrial areas, and business networks to hunt for potential Current Account (CA) openings.
- Lead Generation: Build a consistent business pipeline through cold calling, corporate references, local trade networks, and professional networking.
- Promotional Campaigns: Organize, lead, and participate in localized branch campaigns, community outreach programs, and business promotional events to attract retail and enterprise merchants.
2. Sales Target & Cross-Selling Execution
- Account Targets: Meet and exceed assigned monthly and quarterly Current Account acquisition targets.
- Portfolio Cross-Selling: Actively pitch and cross-sell cross-functional financial products, including Term Deposits, Business Loans, Insurance, and Corporate Credit Cards.
- Digital Adoption: Drive merchant onboarding onto the bank's digital ecosystems, including Net Banking, Mobile Apps, and POS merchant terminals.
3. Relationship Management & Governance
- Client Retention: Establish deep, trusted connections with newly onboarded business clients to maximize account activation and transaction volumes.
- Service Excellence: Resolve incoming business queries promptly, ensuring top-tier branch customer service to drive account retention.
- KYC Compliance: Enforce rigid compliance with Reserve Bank of India (RBI) and internal banking guidelines, executing flawless verification and collection of legal entity KYC documentation.
- Reporting Operations: Maintain proper record-keeping, compiling daily and weekly pipeline reports tracking customer visits, leads, and conversion metrics for branch leadership.
Required Experience & Industry Background:
- Overall Experience: Minimum 1 to 5 years of hardcore field sales experience.
- Industry Focus: Direct background within Banking, Financial Services, or Insurance (BFSI) environments is heavily preferred.
- Branch Awareness: Strong working knowledge of branch operations, local regulatory compliance frameworks, and diversified financial products.
Technical Skills & Operational Mandates:
- Logistics Mandate: 100% Field Sales profile involving active travel within Jaipur (Valid Driving License and personal Bike are strictly mandatory).
- Language Fluency: Native-level command of Hindi and the local language paired with a solid working proficiency in basic English.
- Sales DNA: Highly persuasive communication, negotiation skills, a target-oriented approach, and sharp problem-solving abilities.
Educational Qualifications:
- Education: Graduate degree in any stream from a recognized university. A Bachelor's degree in Commerce (B.Com) or Business Administration (BBA) is highly preferred.
Pay: ₹200,000.00 - ₹400,000.00 per year
Work Location: In person
