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Sales Officer CASA

Yes Bank

0 - 6 years

Bengaluru

Posted: 22/04/2025

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Job Description

Responsibilities ✓ Acquisition of Quality CASA (Current Account & Saving Account) Accounts_x0002_Qualified & Activated NTB CASA Accounts (In Nos.)
✓ Acquisition of Quality Higher CASA variants-Acquisition of Qualified and 
Activated Higher CASA variants
✓ Acquisition of CASA Values-CASA AMB acquired in accounts sourced during 
the month (In Rs)
✓ Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, 
Trade/FX, Assets products
✓ Maintaining good relationship with the customers
✓ Complete adherence to Yes Personality guidelines
✓ Compliant towards KYC and all operational risk
✓ Comply with Bank’s policies and processes
✓ Ensure timely escalation of issues impacting business and appropriate solutions 
to address the concerns
✓ Ensure safety and security of Bank and customer's assets
✓ Ensure timely submission of MIS reports
Expected 
Candidate
Age: Minimum 21 to Maximum 30 years
Profile Education: 
✓ Graduation (Post Graduate preferred)
✓ AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an 
added advantage

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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