§ 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, current 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.
📌 Sales Officer CASA (Gujarat)
🏢 Yes Bank
📍 Gujarat
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