Sales Officer CASA

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

• 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.

• 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.