SO CASA Officer

Walk in drive on 01 Aug 2025 - Yes Bank-11 and 12 &2A Sunil Niwas CHS LTD. Lokhandwala road OFF JP Road Mumbai

Timings - 14:00 PM to 16:00 PM

Title: SO CASA

Experience - 1 to 5 Years

Salary up to 5.5LPA

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 Expected
• Candidate Age Minimum 21 to Maximum 30 years Profile

Education:

• Graduation (Post Graduate preferred)
• AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage
• Experience: 0 - 5 years work experience in Banking & Financial Services Organizations

Other Aspects /Skills:

1. Good written and verbal communication skills
2. Fully conversant with MS Office
3. Excellent networking & interpersonal skills
4. Sensitive to issues of confidentially and compliance
5. Market knowledge of Retail Banking or Consumer Banking or Branch Banking
6. Knowledge of regulatory guidelines