Relationship Officer CASA

Role & responsibilities :

• Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs)
• Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets.
• Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base.
• Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry
• Achieving over all numbers and value targets as per scorecard.
• Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers
• Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities.
• Taking the responsibility of bank's information - No third party info disclosure, verbal, written, soft copy, mail any way.

• Preferred candidate profile : Branch Banking Experience is Must.