Sales Officer MBL

Group Company: AU Small Finance Bank Limited

Designation: Sales Officer MBL

Office Location: Bhopal - Hamidiya Road

Position description: Generate fresh Business and service existing clients

Key Roles & Responsibilities

Customer Acquisition & Lead Generation: Proactively identify and acquire new clients through field visits, networking, and cold calling.

Sales Targets Achievement: Achieve monthly and quarterly sales targets for products or services.

Relationship Management: Maintain strong, long-term relationships with micro-business owners, ensuring high customer satisfaction.

Product Presentation & Guidance: Explain product features, eligibility, and benefits clearly to prospective clients.

Documentation & Onboarding: Collect necessary documentation, ensure compliance with company policies, and facilitate smooth onboarding or loan disburals.

Market Analysis & Reporting: Analyze sales data, track competitors, and submit daily or weekly sales reports.

Required Skills

Strong Communication & Negotiation: Ability to persuade and build trust with small business owners.

Resilience & Field Work: Willingness to operate in a fast-paced environment and handle rejections.

Required Work Experience

• Industry: BFSI
• Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer
• Years of experience: 0 to 3
  
  

Key Performance Indicators: Business Volume, Average Ticket size, Boarding rate

Required Competencies

• 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
  
  

Required Knowledge

• Aptitude for lead generation
• Target Market Knowledge - Local Area geography familiarity
• Familiarity with Digital applications
• Detailed data collection/recording
  
  

Required Abilities

• Physical:
• Physical fitness
• 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
• Positive reference check and clear civil report
  
  

Work Environment Details: 90% - Field, 10% - Office

Specific Requirements

• Travel: High
• Vehicle: 2-wheeler
• Work Permit: In office with field work