Sales Officer - Business Correspondent for Financial Inclusion

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

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

 

 

Experience Level

Mid Level