Branch Banking Casa Insurance

Company Name Confidential
1-9 years
310000 - 910000 INR
a month ago 63 Applied
Job Description

Minim Exp :- 1 years experience into casa ( Current Account , Saving Account )


Financial Responsibilities

Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs)

Non Financial Responsibilities

Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets.

Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base.

Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry

Achieving over all numbers and value targets as per scorecard.

Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers

Compliance & Risk Responsibilities

Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities.

Taking the responsibility of bank's information - No third party info disclosure, verbal, written, soft copy, mail any way.

JOB TYPE

Education

Bachelor of Arts (B.A)
Bachelor of Business Administration (B.B.A)
Bachelor Of Computer Application (B.C.A)
Bachelor of Commerce (B.Com)
Bachelor Of Technology (B.Tech/B.E)
Bachelor of Education (B.Ed)
Bachelor in Hotel Management (B.H.M)
Bachelors of Law (B.L/L.L.B)
Bachelor Of Pharmacy (B.Pharm)
Bachelor of Science (B.Sc)
Bachelor of Social Work (B.S.W)
Chartered Accountancy (C.A)
Chartered Accountancy Inter (C.A Inter)
Masters in Arts (M.A)
Masters of Architecture (M.Arch)
Master OF Business Administration (M.B.A)
MBBS
Master in Computer Application (M.C.A)
Master of Commerce (M.Com)
PGDM
Master of Science (MS/M.Sc)
Bachelor of Design (B.Des.)

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