Sales Officer CASA
Ahmedabad, Gujarat, India
4d ago


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.

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