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Sales Officer CASA
YES Bank
Jūnāgadh
Full-Time
0-3 Years experience
Description
| 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. |
Eligibility Criteria
- Experience: 0+ years
- Seniority: Mid Level
- Languages: English
About YES Bank
Indian private sector bank