Sales Officer – Punjab National Bank (PNB)

Job Type: Full-Time
Position: Sales Officer – CASA / Banking Sales
Industry: Banking & Financial Services
Recruitment Partner: Advine 360 Career Solutions Pvt. Ltd.
Job Location: Multiple locations across West Bengal

Job Overview

Advine 360 Career Solutions Pvt. Ltd. is hiring Sales Officers for Punjab National Bank (PNB)-related banking sales operations across multiple locations in West Bengal.

The selected candidates will be responsible for CASA sales, customer acquisition, lead generation, relationship management, and achievement of assigned sales targets. This position is suitable for candidates with experience in CASA, banking sales, field sales, or financial product sales.

Key Responsibilities

• Generate new leads and acquire customers for Current Account and Savings Account (CASA) products.
• Identify potential customers through field visits, references, local networking, and lead generation activities.
• Achieve assigned monthly and quarterly sales targets.
• Explain banking products, account features, services, and benefits to prospective customers.
• Build and maintain strong relationships with existing and prospective customers.
• Generate business through cross-selling and upselling of relevant banking/financial products.
• Follow up with prospective customers and convert leads into successful accounts.
• Assist customers with the account-opening process and required documentation.
• Ensure proper collection and submission of KYC and other required documents as per applicable banking procedures.
• Maintain regular follow-up with customers to improve retention and generate additional business.
• Coordinate with the concerned branch/team for smooth processing of customer applications.
• Maintain accurate records of leads, customer interactions, applications, and sales performance.
• Submit regular sales/activity reports to the reporting manager.
• Work towards achieving individual and team-based business objectives.
• Ensure professional customer service and maintain a positive relationship with customers.
• Follow company/bank guidelines, sales processes, compliance requirements, and ethical business practices.

Eligibility Criteria

• Educational Qualification: Graduate in any discipline from a recognized institution.
• Experience: 6 months to 3 years of relevant CASA Sales / Banking Sales / Financial Product Sales / Field Sales experience.
• Candidates with experience in banking, NBFC, fintech, insurance, or financial services sales may be suitable, subject to the employer's selection criteria.
• Age Limit: Maximum 30 years.
• Gender: As mentioned in the vacancy advertisement, only male candidates can apply.
• Candidates should have good communication and customer-handling skills.
• Candidates should be comfortable with field sales and customer visits.
• Target-oriented candidates with a strong interest in banking sales are preferred.

Preferred Skills

• Good communication and interpersonal skills.
• Strong customer acquisition and relationship-building ability.
• Basic knowledge of CASA products and banking services.
• Good negotiation and convincing skills.
• Ability to generate and convert sales leads.
• Comfortable working with monthly sales targets.
• Good follow-up and time-management skills.
• Basic knowledge of MS Office, smartphones, WhatsApp, and digital banking processes.
• Ability to work independently as well as as part of a sales team.
• Knowledge of the local market and customer base will be an advantage.

Salary & Benefits

• Salary: ₹20,000 – ₹23,000 per month NTH (Net Take Home).
• Additional Benefits: PF + ESI.
• Performance Incentive: Additional incentives based on applicable sales/performance criteria.
• Career Growth: Opportunity to develop experience in banking sales and financial services.
• Job Stability: Opportunity to build a career in the banking and financial-services sector.
• Actual salary structure, incentives, payroll, and employment terms should be confirmed during the recruitment process.

Job Locations – West Bengal

Vacancies are available at multiple locations, including:

• Durgapur
• Murshidabad
• Nadia
• Malda
• New Jalpaiguri (Siliguri)
• Kharagpur
• Kolkata – North
• Kolkata – South
• Kolkata – West
• Paschim Medinipur
• Purba Medinipur

Who Can Apply?

This opportunity is particularly suitable for candidates who have:

• Previous experience in CASA sales.
• Banking or financial-services sales experience.
• Experience in customer acquisition and field sales.
• Experience handling sales targets.
• Strong local-market knowledge.
• A graduate qualification and willingness to work in a customer-facing sales role.

Selection Process

The recruitment process may include the following stages, depending on the employer's requirements:

1. CV/Resume Screening
2. Recruiter/HR Interview
3. Sales/Banking Interview
4. Document Verification
5. Final Selection & Joining

Candidates should keep their updated CV/resume, educational certificates, experience documents, identity proof, and other relevant documents ready for the recruitment process.

Job Role & Working Nature

• Role: Sales / Business Development
• Department: CASA / Banking Sales
• Employment: Full-Time
• Work Nature: Customer-facing and field-oriented
• Target: Individual and team sales targets
• Reporting: Sales/Branch/Area-level reporting structure as applicable
• Industry: Banking & Financial Services

Recruitment Partner:
Advine 360 Career Solutions Pvt. Ltd.
Your Trusted Recruitment Partner for Banking & Financial Careers

Important Note

This job description has been prepared based on the vacancy information shown in the provided recruitment advertisement. Candidates should verify the exact employer entity, payroll arrangement, salary structure, incentive terms, job responsibilities, and joining conditions with the authorized recruitment representative before accepting an offer.

Candidates should never pay any unauthorized recruitment, registration, interview, security, or joining fee unless the employer/recruitment agency provides a legitimate and verifiable explanation and documentation.