Sales Officer CASA

Job Description

The role holder is responsible for acquiring high quality current accounts and savings accounts. The incumbent should be able to leverage opportunities for cross sell of insurance and other revenue products. The role holder should ensure compliance to KYC and other banking norms.

Key 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 control compliance

 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