Sales Officer CASA

Yes Bank
Full time | Full day

Sales Officer CASA

Posted 14 October by Yes Bank

  • Delhi
Key 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 control compliance 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 and Experience

Bachelor’s degree in any discipline

AMFI/NCFM/IRDA certifications will be an added advantage

Minimum of 2-4 years of relevant experience with at least 1-2 years in a similar role

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