CASA Acquisition – Leading Bank
Full time @AV Global Advisory Services posted 2 months ago in BankingJob Detail
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Salary Yearly
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Career Level Manager
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Experience 4 - 6 Years
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Gender Any
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Qualifications UG
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LocationChennai, Coimbatore, Madurai, Trichy, Salem, Erode, Tirunelveli, Tanjore, Tirupur, Karur, Bangalore, Hyderabad
Job Description
Urgent Vacancy with Leading Bank
Role – Sales Officer – CASA Acquisition
Location – Chennai, Coimbatore, Madurai, Trichy, Salem, Erode, Tirunelveli, Tanjore, Tirupur, Karur, Bangalore, Hyderabad
Experience – Minimum 1-2 Years of experience in Current account acquisition.
Job Description:
- 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.
- Activities for lead generation.
- 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.
- 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment.
- Must possess good knowledge of commercial catchments and business segments for new to bank acquisition.