01Overview
Role & responsibilities
Responsibilities
- Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.)
- Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants
- Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products
- Maintaining good relationship with the customers
- Complete adherence to Yes Personality guidelines
- Compliant towards KYC and all operational risk
- Comply with Banks policies and processes
- Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns
- Ensure safety and security of Bank and customer's assets
- Ensure timely submission of MIS reports
- Expected Candidate Age:-Minimum 21 to Maximum 30 years
- Profile Education: Graduation (Post Graduate preferred)
- AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Past Experience0 - 5 years work experience in Banking & Financial Services Organizations Other Aspects/
- Skills:
- Positive written and verbal communication skills
- Fully conversant with MS Office
- Excellent networking & interpersonal skills
- Sensitive to issues of confidentially and compliance
- Market knowledge of Retail Banking or Consumer Banking or Branch Banking
- Knowledge of regulatory guidelines .
