Relationship Officer CA CASA

Job Title: Sales Officer - CASA

Locations: GOA ( North / South)

Experience: 0.6-2 years and above .

We have an exciting opportunity for a Sales Officer specializing in CASA (Current Account & Savings Account) within Retail Banking Sales. This full-time, permanent role in the Sales & Business Development department suits any graduate (UG).

Candidates from any industry interested for banking sales job can apply 

       SO CA 

• To introduce & acquire new CA customer in the identified segment and reference generation from the specified catchment
• To ensure sourcing of quality current accounts in terms of product mix, segments and constitution mix
• To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions)
• To ensure proactive registration & activation of acquired customers to direct banking channels
• To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking
• To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers
• To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators
• To ensure quality sourcing in line with the Banks policy
• To Adhere to sales process & KYC Norms of the bank .

       SALES OFFICER CASA 

• Acquisition of Quality CASA (Current Account & Saving Account) Accounts Qualified & Activated NTB CASA Accounts 
• 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