Sales Officer Casa - Yes Bank

2 - 7 years

0 Lacs

Posted:1 month ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Position Sales Officer CASA
Business Unit :- Retail BankingReporting to :- Branch Manager

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 reportsExpected Candidate


Age: Minimum 21 to Maximum 30 yearsProfile Education: Graduation (Post Graduate preferred) AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage

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