Sales Officer CA

☞ Yes Bank

View: 106

Update day: 06-05-2024

Location: Mumbai Maharashtra

Category: Finance / Bank / Stock Insurance Marketing / PR Security Education / Training

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Job content

Job Description

Business Acquisition
§ Undertakes acquisition of Quality CASA (Current Account & Saving Account)
§ Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products
§ . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries
Quality Focus
§ Compliant towards KYC and all operational risk parameters
§ Complies with Bank’s policies and processes
§ Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns
§ Ensures safety and security of Bank and customer’s assets
§ Ensures timely submission of MIS reports to relevant stakeholders

§ Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.

§ Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.

§ Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.

Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.


Qualifications

Graduation

Primary Location

Maharashtra -Mumbai

Department

Branch Banking

Sub-Department

Acquisition and Product Cross Sell Management

Job Type

Standard

Shift

Day Job

Schedule

Full-time

Employee Status

Regular

Posted On

26.06.2021

Work Location

Db House Goregaon East

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Deadline: 20-06-2024

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