Sales Officer CASA

Darwinbox Digital Solutions Pvt Ltd.; Tamil Nadu; On-site; INR 300,000 - 500,000; Full time

Job summary

Darwinbox Digital Solutions Pvt Ltd. is seeking an Employee with 1-5 years of experience to support acquisition activities and cross-sell financial products. The role focuses on CASA variants and maintaining strong customer relationships in a banking environment.

Responsibilities include seamless adherence to compliance guidelines, timely MIS submission, and revenue generation through cross-selling Life Insurance, MF, Gold, Trade/FX, and asset products. Location is Chennai, IN.

Qualifications

• 1 - 5 years of experience in relevant banking/cross-sell roles.
• Strong relationship management and communication skills.

Responsibilities

• Acquisition of Quality Higher CASA variants.
• Acquisition of CASA Values and AMB in accounts sourced during the month (in Rs).
• Revenue acquisition through cross-sell of Life Insurance, MF, Gold, Trade/FX, and Asset products.
• Maintain good relationships with customers.
• Ensure compliance with YesPersonality guidelines and bank policies.

Job description

Job Description

• ü Acquisition of Quality HigherCASA variants-Acquisition of Qualified and Activated Higher CASA variants
• ü Acquisition of CASAValues-CASA AMB acquired in accounts sourced during the month (In Rs)
• ü Revenue Acquisition- Crosssell of Life Insurance products, MF, Gold, Trade/FX, Assets products
• ü Maintaining good relationshipwith the customers
• ü Complete adherence to YesPersonality guidelines
• ü Compliant towards KYC and alloperational risk
• ü Comply with Bank’s policiesand processes
• ü Ensure timely escalation ofissues impacting business and appropriate solutions to address the concerns
• ü Ensure safety and security ofBank and customer's assets
• ü Ensure timely submission ofMIS reports

1 - 5 Years

Employee

Job Snapshot

Updated Date

08-08-2023

Job ID

YBLJOB32636

Department

Acquisition and Product Cross Sell Savings