Sales Officer

Company Overview

BOI Services Limited, a fully owned subsidiary of Bank of India, operates under the brand BOI SERVE, focusing on sourcing retail deposits and loans to facilitate financial growth. The company is committed to fostering long-term, trustworthy relationships with customers, guided by principles of trust, excellence, sustainability, customer-centricity, and integrity.

Role Summary

The Sales Officer position is a full-time, on-site role based in Ranchi, Jharkhand. The incumbent is responsible for identifying and acquiring new retail CASA deposit and loan customers, managing leads, addressing customer inquiries, and guiding clients through product eligibility, documentation, and application processes. The role requires maintaining strong rapport with individual clients and channel partners, coordinating internally for seamless operations, monitoring sales metrics, and participating in local marketing initiatives while adhering to ethical standards and regulatory compliance.

Key Responsibilities

• Prospect and generate leads for retail CASA deposits and loan products.
• Engage with customers to explain product features and eligibility requirements.
• Guide clients through documentation and application procedures.
• Build and sustain relationships with customers and channel partners.
• Coordinate with internal departments to ensure smooth processing and service delivery.
• Track and report sales performance metrics regularly.
• Support marketing and outreach activities in the local area.
• Maintain compliance with company policies and regulatory standards.

Qualifications and Skills

• Excellent customer service and communication capabilities.
• Experience in lead generation and managing channel sales networks.
• Familiarity with sales operations such as pipeline management and documentation.
• Preferably knowledgeable about retail CASA deposits, loan products, and banking processes.
• Ability to work full-time on-site in Ranchi, meeting set sales targets.
• Collaborative approach to working with branch and back-office teams.
• Bachelor's degree in business, finance, marketing, or a related discipline is preferred.
• Prior experience in sales or banking environment is advantageous.
• Basic proficiency with digital tools like email, spreadsheets, CRM, or sales tracking systems.
• Willingness to learn and adapt to internal platforms and processes.