Lobby Sales Officer CASA

Job Description

➢ To action the leads given by the Personal Banker of the assigned branch

➢ To acquire Quality CASA Accounts with higher CASA/program variants

➢ To acquire CASA Values as per the assigned targets - CASA AMB acquired in accounts sourced

during the month (In Rs)

➢ To liaise with PB/BM for generation of more leads

➢ To update all the leads in the system and provide regular feedback to the PBs/BM/CSL on the status

of the leads

➢ To achieve customer acquisition target

➢ To cross-sell TPP products, other Banking and Asset products

➢ To maintain good relationship with the customers and seek referrals

➢ To abide by the selling norms defined by the organization and adherence to guidelines by internal &

external regulators

➢ To adhere to sales process & KYC Norms of the bank

➢ To ensure right product to customer ensure a/c opening within defined TAT, high FTR and M+1

activation

➢ To ensure proactive registration & activation of acquired customers to direct banking channels

➢ Ensure timely escalation of issues impacting business and appropriate solutions to address the

concerns

Qualifications

➢ Age: Minimum 21 to Maximum 27 years

➢ Education:

• Graduation (Post Graduate preferred)

• NISM/ IRDA/ NCFM/JAIIB/CAIIB & such relevant certifications will be an added advantage

➢ Past Experience: 0 - 5 years' work experience in sales role (Banking & Financial Services

Organizations preferred)

➢ Other Aspects / Skills:-

• Good written and verbal communication skills

• 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

• Experience: 0+ years
• Seniority: No Prior Experience Required
• Education: Bachelor's degree preferred
• Languages: English