CASA Sales Executive (Sales of Banking Products)
Those who are responsible for selling current and savings account (CASA) of bank, cross-sell Insurance, mutual funds, broking and mobile-wallets as well as maintaining account relationships.
► RBI GUIDELINES / ACTS
► Current Account / Savings Account – Products and Services
► Other Banking products and Services – Insurance/ MF etc
► Know Your Customer – Requirement and Process
► Anti Money Laundering
► Sales Call Training
► Lead Generation / Lead Closure
► Customer Relationship Management
► Customer Lifecycle Product and Services Management
► Computer Literacy and Personality Development
► Customer Service Management : Cash / Non Cash
Accounts Executives
Those who are responsible to maintain Business accounting throughTally ERP, ability to maintain Goods and Services Tax (GST) & other Tax Calculation , prepare voucher, payroll etc. And financial statements .Basics of Accounting.
► IT Literacy
► Tally ERP
► GST : Concept / Registration / Payment
► Payables and Receivables
► Vouchers and Challan
► E Filing
► Payroll –(including demo EPF)
► Sales Invoicing / reconciliation
► Financial Statements and Stock Verification ( Handling )
► Basics of Accounting
Course Duration: 4 Months
Eligibility: Graduation (Any Stream)
Age : 21 Years & Above