[ISM-565] | Sales Officer CASA

[ISM-565] | Sales Officer CASA

15 Sep
|
Yes Bank
|
Mandi

15 Sep

Yes Bank

Mandi

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



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 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 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



Channel Partners



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



Existing Customers



Engage and address requirements of Key YBL Accountholders

SECTION V: KNOWLEDGE & EXPERIENCE



KNOWLEDGE



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



EXPERIENCE



A minimum of 1 year of relevant experience



Prior experience of B2B/ B2C sales

The original job offer can be found in Kit Job:
https://www.kitjob.in/job/24531790/ism-565-sales-officer-casa-mandi/?utm_source=html

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