About the role

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

Lobby Sales Officer CASA

About the role

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