17/07/2021
Profile : Sales officer CASA
Education:
Graduation (Post Graduate preferred)
AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage
Past Experience: 0 - 5 years work experience in Banking & Financial Services Organizations
Core Responsibilities
Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts
Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants
Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs)
Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products
Maintaining good relationship with the customers
Complete adherence to Yes Personality guidelines
Compliant towards KYC and all operational risk
Comply with Banks policies and processes
Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns
Ensure safety and security of Bank and customer's assets
Ensure timely submission of MIS reports
Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants
Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs)
Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products
Maintaining good relationship with the customers
Other Aspects / Skills:-
Good written and verbal communication skills
Fully conversant with MS Office
Excellent networking & interpersonal skills
Sensitive to issues of confidentially and compliance
Market knowledge of Retail Banking or Consumer Banking or Branch Banking
Knowledge of regulatory guidelines
