Lobby Sales Officer CASA

About The Role

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

AgeMinimum 21 to Maximum 27 years

Education:

Graduation (Post Graduate preferred)

NISM/ IRDA/ NCFM/JAIIB/CAIIB & such relevant certifications will be an added advantage

Past Experience0 - 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 guideline