Casa Sales Officer-

4 weeks ago

Jaipur, India Yes Bank Full time

Role & responsibilities

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 Candidate Age:-Minimum 21 to Maximum 30 years

  • Profile Education: Graduation (Post Graduate preferred)

  • AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Past Experience0 - 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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