Lobby Sales Officer CASA
Yes Bank
0 - 6 years
Bengaluru
Posted: 4/22/2025
Job Description
Job Description
➢ To action the leads given by the Personal Banker of the assigned branch
➢ To acquire Quality CASA Accounts with higher CASA/program variants
➢ To acquire CASA Values as per the assigned targets - CASA AMB acquired in accounts sourced
during the month (In Rs)
➢ To liaise with PB/BM for generation of more leads
➢ To update all the leads in the system and provide regular feedback to the PBs/BM/CSL on the status
of the leads
➢ To achieve customer acquisition target
➢ To cross-sell TPP products, other Banking and Asset products
➢ To maintain good relationship with the customers and seek referrals
➢ To abide by the selling norms defined by the organization and adherence to guidelines by internal &
external regulators
➢ To adhere to sales process & KYC Norms of the bank
➢ To ensure right product to customer ensure a/c opening within defined TAT, high FTR and M+1
activation
➢ To ensure proactive registration & activation of acquired customers to direct banking channels
➢ Ensure timely escalation of issues impacting business and appropriate solutions to address the
concerns
Qualifications
➢ Age: Minimum 21 to Maximum 27 years
➢ Education:
• Graduation (Post Graduate preferred)
• NISM/ IRDA/ NCFM/JAIIB/CAIIB & such relevant certifications will be an added advantage
➢ Past Experience: 0 - 5 years’ work experience in sales role (Banking & Financial Services
Organizations preferred)
➢ Other Aspects / Skills:-
• Good written and verbal communication skills
• Excellent networking & interpersonal skills
• Sensitive to issues of confidentially and compliance
• Market knowledge of ‘Retail Banking’ or ‘Consumer Banking’ or ‘Branch Banking’
• Knowledge of regulatory guidelines
About Company
Yes Bank is a private Indian bank offering retail, corporate, and digital banking services. After undergoing financial restructuring, it’s focused on stability and growth. The bank provides various services including loans, deposits, and digital payments.
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