Bank Officer - Current Account / CASA

1 - 6 years

3.0 - 3.5 Lacs P.A.

Navi Mumbai, Mumbai, Mumbai (All Areas)

Posted:2 months ago| Platform: Naukri logo

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Skills Required

Casacurrent accountLiability ProductsCurrent account salesInsurance SalesRetail Branch BankingCasa Sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Purpose Qualification: Graduate in any Discipline Relevant Experience: Fresher / 1-3 years of experience in Field Sales (Liability / insurance sales preferred). Functional Competencies: Selling skills, Good communication skills, Fluently speaks and understands local language Job Responsibilities Financial Responsibilities: Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure. Job Responsibilities Financial Responsibilities: Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) Non Financial Responsibilities: Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets .Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry. Achieving over all numbers and value targets as per scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers Compliance & Risk Responsibilities: Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Taking the responsibility of bank's information - No third party info disclosure, verbal, written, soft copy, mail any way.

Banking and Financial Services
Jaipur

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