sale officer CASA

Key Responsibilities:

• Customer Acquisition:
• Identify and acquire new customers for CASA products through field visits, cold calls, referrals, and micro-marketing activities
• Source salary accounts from corporates and participate in induction/migration events
• Sales & Cross-Selling:
• Promote and cross-sell banking products such as insurance, mutual funds, SIPs, loans, and credit cards
• Ensure activation of new accounts and increase wallet share through UPI linkage and balance growth
• Customer Relationship Management:
• Build and maintain strong relationships with new and existing customers 1.
• Provide excellent customer service and resolve queries promptly 3.
• Compliance & Reporting:
• Ensure adherence to KYC norms and banking regulations 3.
• Submit regular sales and performance reports to management1.

Experience:

• 1-3 years of experience in sales, preferably in banking or financial services.

Skills Required:

• Strong communication and interpersonal skills.
• Sales and negotiation skills.
• Customer service orientation.
• Market awareness and analytical thinking.
• Ability to work independently and in teams

PRIME LOCATION

Role- SOCASA

Date- 14 Aug 2025

Time 10 AM to 12 PM

Contact Person Vikash Kumar

Venue- Yes Bank Ltd. Shop No. C1 & C3, C Wing, Sagar Garden, LBS Marg, Mulund, Mumbai 400078

Area- Mulund to Powai & Chandivali

NOTE

APPLY ONLY IF YOU HAVE 1 YEAR EXPERIENCE IN BANKING .

CONTACT- Aqsa.khan1.ext@yesbank.in