Sales Officer - CASA/ CA

0 - 6 years

Halvad

Posted:1 week ago

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Job Description

Role & responsibilities

Acquisition of Quality CASA (Current Account & Saving Account) Accounts- 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 Banks 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

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Skills Required

Sales Field Sales Business Development Current & savings account CASA Presales Current Account Saving account

Free courses, interview questions and practice for each skill.

Work Mode

Work from Office

Job Type

Full Time

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Yes Bank

Banking and Financial Services

Mumbai

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