Sales Officer CASA

Job description

• Responsibilities
• Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.)
• 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
• Expected CandidateAge: Minimum 21 to Maximum 30 years
• ProfileEducation:
• 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
• 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