Sales officer -CA/CASA

Job Description

Job 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 customers assets
• Ensure timely submission of MIS reportsTo introduce & acquire new CA/CASA customer in the identified segment and reference generation from the specified catchmentTo ensure sourcing of quality current accounts in terms of product mix, segments and constitution mixTo ensure initial customer handholding & M1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions)To ensure proactive registration & activation of acquired customers to direct banking channelsTo assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarkingTo meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customersTo abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators
Role: Industry Type: Department: Employment Type: Full Time, PermanentRole Category: OtherEducationUG: Any GraduateKey SkillsSales ,Casa SalesSaving Account ,Field Sales, Current Account ,Banking Sales

Keyskills :
salescasa salessaving accountcasafieldcurrent account