Sales Officer CASA

☞ Yes Bank

View: 102

Update day: 06-05-2024

Location: Delhi Union Territories

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

Industry: Financial Services

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Job content

Core Responsibilities

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

Self-Management Responsibilities

  • 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.

Risk and Internal Control Responsibilities

  • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
  • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

KNOWLEDGE


Minimum Qualifications

  • Bachelor’s degree in any discipline

Professional Certifications

  • AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage

Language Skills

  • Written and spoken English is essential

EXPERIENCE


Years of Experience

  • A minimum of 1 year of relevant experience

Nature of

Experience

  • Prior experience of B2B/ B2C sales
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Deadline: 20-06-2024

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