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Sales Team member - Business Correspondent-SUPPORT SERVICES-HO Financial Inclusion

Job Description - Sales Team member - Business Correspondent-SUPPORT SERVICES-HO Financial Inclusion

Description

Job Title – Sales Officer – Business Correspondent (Financial inclusion) 


Location: Multiple locations (Urban/ Semi-Urban / Rural)


Department: Financial Inclusion – Business Correspondent (BC) Channel


Reporting To: TRM/Channel Manager


Key Responsibilities: Business & Sales:



  • Source and acquire customers through the BC channel for financial inclusion products

  • Promote and sell products including: 

    • Savings & Current Accounts (CASA), PMJDY Accounts

    • Retail / Micro Loans

    • Government-linked Social Security schemes


  • Achieve assigned sales, productivity, and portfolio quality targets

  • Conduct field visits, BC Agent mapping, customer camps, and financial literacy programs


BC Agent Management:



  • Identify, recruit, and onboard new BC agents / CSPs in allocated geography

  • Ensure BC onboarding is completed as per bank, RBI, and internal compliance norms

  • Train BC agents on products, processes, digital applications, KYC norms, and customer handling

  • Provide continuous handholding and on-ground support to BC agents for business ramp-up

  • Monitor BC agent performance, productivity, and service quality

  • Act as a single point of contact between BC agents and the bank for operational and business issues


Operations & Compliance:



  • Ensure accurate and timely KYC, documentation, and customer onboarding

  • Maintain daily activity reports, BC productivity MIS, and sales trackers

  • Ensure 100% adherence to compliance, audit, and regulatory guidelines

  • Support customer servicing, grievance handling, and post-sales follow-ups



 

Desired Candidate Profile:



  • Education: Preferred qualification Graduate (any discipline)

  • Experience:

    • 0–3 years of experience in field sales / banking / NBFC / microfinance / insurance

    • Prior exposure to BC, CSP or NBFC sales is an added advantage



 


 



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