Merchant Service Officer |
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Primary Responsibilities:
- To achieve Merchant Acquiring product & Cross-sell targets as defined by management month on month.
- To source Merchant Acquiring products (POS, Soundbox, SmartHub etc.) from the Branch Customer base (HNW/Non-HNW) / Open Market.
- Visiting the Allocated Branch on daily basis and meet the Branch staff for Lead generation.
- Sales Officer will work on the existing base of Self-employed customers having banking relationship to offer Merchant Acquiring Solution.
- Sales Officer needs to source Competition Merchants along with their complete banking relationship.
- Sales Officer will be responsible for ensuring engagement & Visitation of all portfolio merchants assigned.
- Sales Officer will also be responsible for Activating these Merchants, Increase the Volume share and generating Cross Sell leads during these interactions.
- Sales Officer must ensure daily login to Sales Automation Software (Vymo/CRM) & ensure calling out to customers for cross-sell, Portfolio enhancement, Visit updates etc.
- Sales Officer will be responsible for ensuring 100% leads & databases (CRM, Vymo) are actioned and updated within Turn Around Time.
- Sales Officer must ensure all documents are checked in Originals, including KYC. Sign OSV after checking the originals only.
- Visit the customer’s premises to pick up documents as per policy requirement and Login the file (submission of file / application to CPA or SM, ADM, RM, PB in the branch).
- Sales Officer will ensure quality business sourcing as per defined norms & ensure all sales processes are adhered to.
- Additional Responsibilities:
- Cross Sell – CC , CASA , Asset, TPP, etc.
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