Casa Sales Officer

Veerwal Getwork Services; Surat; On-site; INR 300,000 - 420,000; Full time

Job summary

Veerwal Getwork Services in Surat is seeking a banking professional to drive high-end current account acquisitions via open market leads and close CASA within a month. The role emphasizes strict adherence to KYC/AML policies and ensures smooth onboarding for customers transitioning to branch banking teams.

The incumbent will activate accounts, ensure balances, initiate transactions, and push targets for AQB, internet banking, and DSB penetration.

Responsibilities

• Acquire high-end current accounts via open market leads and close CASA within a month.
• Adhere to bank policies and guidelines including KYC and AML.
• Onboard customers smoothly for transition to branch banking team.
• Activate accounts and ensure balances, transactions; meet AQB, internet banking and DSB targets.

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.