Casa Sales Officer

Role & responsibilities

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.