Sales Officer CASA
Yes Bank
0 - 6 years
Bengaluru
Posted: 4/22/2025
Job Description
Responsibilitiesü Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.)
ü Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants
ü Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs)
ü Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products
ü Maintaining good relationship with the customers
ü Complete adherence to Yes Personality guidelines
ü Compliant towards KYC and all operational risk
ü Comply with Bank’s policies and processes
ü Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns
ü Ensure safety and security of Bank and customer's assets
ü Ensure timely submission of MIS reports
Expected CandidateAge: Minimum 21 to Maximum 30 years
ProfileEducation:
ü Graduation (Post Graduate preferred)
ü AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage
Past Experience: 0 - 5 years work experience in Banking & Financial Services Organizations
Other Aspects / Skills:-
ü Good written and verbal communication skills
ü Fully conversant with MS Office
ü Excellent networking & interpersonal skills
ü Sensitive to issues of confidentially and compliance
ü Market knowledge of ‘Retail Banking’ or ‘Consumer Banking’ or ‘Branch Banking’
ü 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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