3 Sales Casa Jobs

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1.0 - 5.0 years

0 - 0 Lacs

vadodara

On-site

Walk-In Drive | 24th Novemeber | YES BANK 7th Floor B Block, Times Square Grand, Sindhu Bhavan Marg, Bodakdev, Ahmedabad-380059 | 11:00 AM - 2:00 PM Requirement : Sales Officer CASA Location: Ahmedabad Role & Responsibilities (Short JD): Ensure regulatory compliance and branch-level profitability Acquire and cross-sell CASA, life insurance, mutual funds, gold, trade/FX, and asset products Build and maintain strong relationships with both new and existing customers Deliver high quality service by addressing customer queries promptly and adhering to KYC/operational policies Escalate business-impacting issues as needed and submit timely MIS reports Set and achieve annual performance goals in al...

Posted 3 weeks ago

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1.0 - 5.0 years

0 - 0 Lacs

vadodara

On-site

Walk-In Drive | 24th Novemeber | YES BANK 7th Floor B Block, Times Square Grand, Sindhu Bhavan Marg, Bodakdev, Ahmedabad-380059 | 11:00 AM - 2:00 PM Requirement : Sales Officer CASA Location: Ahmedabad Role & Responsibilities (Short JD): Ensure regulatory compliance and branch-level profitability Acquire and cross-sell CASA, life insurance, mutual funds, gold, trade/FX, and asset products Build and maintain strong relationships with both new and existing customers Deliver high quality service by addressing customer queries promptly and adhering to KYC/operational policies Escalate business-impacting issues as needed and submit timely MIS reports Set and achieve annual performance goals in al...

Posted 3 weeks ago

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2 - 7 years

0 - 3 Lacs

Chennai, Bengaluru

Work from Office

Role & responsibilities Position Responsibilities Sr. Key Responsibilities 1 New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML 2 Ensure successful onboarding of customer for a smooth transition to branch banking team. 3 Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4 Activities for lead generation 5 Cross sell Lead generation/ basic enquiry, liaising with Branch Manager & p...

Posted 7 months ago

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