SECTION II: ROLE SUMMARY
The role holder is responsible for acquiring high quality current accounts and savings accounts. The incumbent should be able to leverage opportunities for cross sell of insurance and other revenue products. The role holder should ensure compliance to KYC and other banking norms.
SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES
Strategic/ Managerial Responsibilities
N / A
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
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
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.
SECTION IV: KEY INTERACTIONS
Key Internal Interactions
Purpose of Interaction
Liase with TPP, BB, RA representatives as required for closing cross sell
Key External Interactions
Purpose of Interaction
Prospective YBL Customers
Present the organization in a professional and positive manner to generate interest and capture mindshare
Engage and address requirements of Key YBL Accountholders
SECTION V: KNOWLEDGE & EXPERIENCE
Bachelor’s degree in any discipline
AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage
Written and spoken English is essential
A minimum of 1 year of relevant experience
Prior experience of B2B/ B2C sales
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