Sales Officer CASA
Published date: 2026/11/07
- Location: Ajmer, Rajasthan, India
Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) ü Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants ü Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) ü Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products ü Maintaining good relationship with the customers ü Complete adherence to Yes Personality guidelines ü Compliant towards KYC and all operational risk ü Comply with Bank’s policies and processes ü Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns ü Ensure safety and security of Bank and customer's assets ü Ensure timely submission of MIS reports
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