About this role
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