Verified Job
Clerical - Administrative
Sales Officer CASA
Clerical - Administrative
#41137
Remote / WFH
Yes Bank
Job Description
ü Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.)
ü Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants
ü Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs)
ü Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products
ü Maintaining good relationship with the customers
ü Complete adherence to Yes Personality guidelines
ü Compliant towards KYC and all operational risk
ü Comply with Bank’s policies and processes
ü Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns
ü Ensure safety and security of Bank and customer's assets
ü Ensure timely submission of MIS reports
ü Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants
ü Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs)
ü Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products
ü Maintaining good relationship with the customers
ü Complete adherence to Yes Personality guidelines
ü Compliant towards KYC and all operational risk
ü Comply with Bank’s policies and processes
ü Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns
ü Ensure safety and security of Bank and customer's assets
ü Ensure timely submission of MIS reports
