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Yes Bank
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CASA Sales Officer

CASA Sales Officer

Yes Bank

0 - 31 years

2 - 5 Lacs

Bengaluru/Bangalore

Posted:1 day ago| Platform: Apna logo

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Skills Required

sourcing documentation service kit transactions mapping scoping benchmarking

Work Mode

On-site

Job Type

Full Time

Job Description

Job Description To introduce & acquire new CA/CASA customer in the identified segment and reference generation from the specified catchment To ensure sourcing of quality current accounts in terms of product mix, segments and constitution mix To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) To ensure proactive registration & activation of acquired customers to direct banking channels To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators

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Banking and Financial Services

Mumbai

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CASA Sales Officer