Sales Officer CASA

Darwinbox Digital Solutions Pvt Ltd.; Puducherry; On-site; INR 250,000 - 450,000; Full time

Job summary

Darwinbox Digital Solutions Pvt Ltd. in Puducherry, India seeks to hire a sales professional for CASA and cross-sell responsibilities. The role emphasizes customer relationship management, adherence to bank guidelines, and timely reporting.

The candidate will focus on acquiring higher CASA variants, CASA values, and cross-selling financial products while maintaining security and regulatory compliance.

Responsibilities

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

Job description

Puducherry, Puducherry, Puducherry, India

1 - 6 Years

Employee

Job Description

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

Job Snapshot

• Updated Date
• 04-10-2023
• Job ID
• YBLJOB35456
• Department
• Acquisition and Product Cross Sell Savings

Location

• Location Puducherry, Puducherry, Puducherry, India