2.0 - 6.0 years

0 Lacs

sangli, maharashtra

On-site

As a candidate for this role, you will be responsible for the acquisition of Quality CASA (Current Account & Saving Account) and revenue products such as Life Insurance products, Mutual Funds, Gold, Trade/FX, and Assets products. It is crucial to maintain strong relationships with customers through regular interactions and addressing any queries promptly. Key Responsibilities: - Acquire Quality CASA and revenue products like Life Insurance, Mutual Funds, Gold, Trade/FX, and Assets products. - Maintain good customer relationships through regular interactions and prompt query resolution. - Ensure compliance with KYC and operational risk parameters, as well as adherence to the bank's policies a...

Posted 4 weeks ago

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Sales Officer YES BANK

2.0 - 6.0 years

0 Lacs

sangli, maharashtra

On-site

As a Relationship Manager, your role involves undertaking the acquisition of Quality CASA and revenue products such as Life Insurance products, Mutual Funds, Gold, Trade/FX, and Assets products. To maintain good relationships with customers, it is crucial to conduct regular interactions and address any queries promptly. Key Responsibilities: - Acquire Quality CASA and revenue products - Maintain good customer relationships - Comply with KYC and operational risk parameters - Adhere to the bank's policies and processes - Escalate issues impacting the business and provide solutions - Prioritize safety and security of Bank and customer's assets - Submit MIS reports to relevant stakeholders - Set...

Posted 3 months ago

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