Casa Sales Officer

Veerwal Getwork Services; Mumbai; On-site; INR 450,000 - 700,000; Full time

Job summary

Veerwal Getwork Services in Mumbai seeks a banking professional to drive new high-end current account acquisitions through open market leads and to close CASA targets within a month.

You will ensure strict adherence to KYC/AML policies, facilitate onboarding with the branch banking team, and work to activate customers by maintaining balances, enabling transactions, and driving AQB, internet banking, and DSB penetration goals.

Responsibilities

• New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month
• Adherence to Bank policies and guidelines such as KYC & AML
• Ensure successful onboarding of customer for a smooth transition to branch banking team.
• Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB.

Job description

Role & responsibilities

New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month

Adherence to Bank policies and guidelines such as KYC & AML

Ensure successful onboarding of customer for a smooth transition to branch banking team.

Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB.