logo

JobNob

Your Career. Our Passion.

CASA Sales officer


Bright IT Global Solutions Private Limited


Location

Delhi | India


Job description

1 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
2 Ensure successful onboarding of customer for a smooth transition to branch banking team.

3 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.

4 Activities for lead generation

5 Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams
(trade, FX, CMS/DSB etc.) to offer right business solutions to the customer


Job tags



Salary

All rights reserved