Sales Officer CASA- Yes Bank

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Sales Officer CASA- Yes Bank
Yes Bank

3.7
(8520 Reviews)

12 applicants
Posted 1d ago
Job DetailsAbout CompanyReviewsBenefits
Job highlights
Experience in regulatory compliance and business acquisition; strong relationship management skills

Ensure compliance, acquire quality CASA, and maintain customer relationships

2 - 7 Years

1 Vacancy

Not disclosed

Surat
Must have key skills
Saving Account,Casa Acquisition,Casa Sales,Current Account,Sales officer CASA
Other key skills
Cross Selling,Acquisition Sales,Cross Sales,Acquisition,Sales Officer,Account Opening,Casa,Sales Office,Current
Job description
What you’ll do
Role & responsibilities



Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers

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 Banks 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

People

Management or

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.