Branch Sales and Service Executive

About the role

The Branch Sales and Service Executive will play a pivotal role in expanding the bank's client base by engaging new-to-bank (NTB) customers, primarily employees of corporate partners. This position combines on‑site marketing, relationship building, and sales of payroll and retail banking products.

Key responsibilities

• Initiate and nurture relationships with NTB clients who are employees of corporate entities collaborating with the Relationship Banking team.
• Conduct on‑site marketing activities and roadshows to boost brand visibility within corporate environments.
• Use corporate‑provided employee lists to target potential clients and introduce them to the bank’s product portfolio.
• Focus initially on payroll accounts and anchor retail products, then expand to broader retail banking solutions.
• Explain bank propositions and product features clearly, ensuring clients understand benefits and eligibility.
• Apply customer‑centric, needs‑based selling by segmenting clients and tailoring the sales approach.
• Manage procedural requirements, including pre‑sending product bundle descriptions, conducting remote KYC, and collecting documentation for new account openings.
• Maintain operational excellence by minimizing errors in applications and documentation.
• Uphold the bank’s brand values and service standards through professional sales and marketing practices.

Required profile

• Action‑oriented with a proactive approach to identifying sales opportunities.
• Strong collaboration skills and ability to support team goals.
• Customer‑focused mindset delivering service excellence.
• Clear communicator who provides guidance and feedback.
• Comfortable managing ambiguity and making decisive decisions.
• Commitment to talent development and continuous learning.
• Alignment with the bank’s strategic vision and purpose.
• Quick learner adaptable to new information, technologies, and processes.
• Demonstrates courage and builds trust through reliability and openness.
• Strategic mindset with understanding of long‑term business priorities.

Required skills