Posted:1 day ago|
Platform:
Work from Office
Full Time
Core Job
• Assist team members in day-to-day sales activities, documentation and other operational activities
• Keep customers warm and understand customer requirements or queries • Learn and develop understanding of the sales strategy, business targets, banking products, customer engagement, account opening and related operational activities
• Collaborate with team members and contribute to monthly sales, cross-selling and acquisition targets
Self-Management
Responsibilities
• Reach branch/office on time
• Adherence to grooming guidelines and self-discipline
• Maintain a professional code of conduct with the customers and executives of the bank
Risk and Control
Responsibilities
• Adhere to the policies defined by the organization and guidelines by internal and external regulators
• Follow sales processes and KYC norms of the bank and regulator
KNOWLEDGE & EXPERIENCE
Qualifications Graduate from a recognized college/university
Certifications AMFI/NCFM/IRDA certifications will be an added advantage
Skills
• Strong written and verbal communication skills
• Conversant with MS Office • Good networking & interpersonal skills
• Sensitive to confidential and compliance issues
• Strong sense of accountability and self-initiative
• Graduate with 0-1 years of experience in sales, operations or customer service
• Knowledge of banking systems, processes and regulatory guidelines will be an added advantage
Yes Bank
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