Sales Officer Casa Vacancy In Yes Bank

Hiring Organization / Company: Yes Bank
Basic Salary: To Be Discussed
Employement Type: Full-Time



Job Details:

ROLE SUMMARY


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.


SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES


Strategic/ Managerial Responsibilities

N / A

Core 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 and Internal Control Responsibilities
  • 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.


SECTION IV: KEY INTERACTIONS


Key Internal Interactions
Purpose of Interaction


Channel Partners

  • Liase with TPP, BB, RA representatives as required for closing cross sell

Key External Interactions
Purpose of Interaction


Prospective YBL Customers

  • Present the organization in a professional and positive manner to generate interest and capture mindshare


Existing Customers

  • Engage and address requirements of Key YBL Accountholders



Qualifications

SECTION V: KNOWLEDGE & EXPERIENCE


KNOWLEDGE


Minimum Qualifications
  • Bachelor’s degree in any discipline


Professional Certifications
  • AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage


Language Skills
  • Written and spoken English is essential


EXPERIENCE


Years of Experience
  • A minimum of 1 year of relevant experience


Nature of
Experience
  • Prior experience of B2B/ B2C sales



Primary Location

Himachal Pradesh - Kangra

Department

Branch Banking

Sub-Department

Acquisition and Product Cross Sell Management

Job Type

Standard

Shift

Day Job

Schedule

Full-time

Employee Status

Regular

Posted On

10.06.2021

Work Location

Kangra




Job Location Information:
City: Kangra, Himachal Pradesh
State: Hp
Country: In
Location: Kangra, Himachal Pradesh
Job Listing No# : 160518

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