Yes Bank Hiring For Sales Officer CA at Delhi, Delhi Full Time

Business Acquisition

Undertakes acquisition of Quality CA (Current Account & Saving Account)

Undertakes acquisition of revenue products – Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products

Maintaining good relationship with the customers through regular connects and prompt redressal of any queries

Quality Focus

Compliant towards KYC and all operational risk parameters

Complies with Bank’s policies and processes

Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns

Ensures safety and security of Bank and customer’s assets

Ensures timely submission of MIS reports to relevant stakeholders

Self-management responsibilities

Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.

Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.

Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.

Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.

Risk control compliance

Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.

Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Knowledge and Experience

Bachelor’s degree in any discipline

AMFI/NCFM/IRDA certifications will be an added advantage

Minimum of 2-4 years of relevant experience with at least 1-2 years in a similar role