Lobby Sales Officer CASA

☞ Yes Bank

전망: 111

갱신일: 06-05-2024

위치: Surat Gujrat

범주: 금융 / 은행 / 재고 보험 마케팅 / 홍보 IT-하드웨어 / 네트워킹 정보 기술 매상 보안

산업: Financial Services

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작업 내용

✓ 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 Bank’s 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

Age:Minimum 21 to Maximum 30 years

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

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
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마감 시간: 20-06-2024

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