Dear Candidate, We are having urgent requirement for SO-CASA & CA role for Pune Location. If interested kindly attend interview and details mentioned below. Interview Date: -25th July 2025 (Friday) Timings: -11 to 4 pm Venue: -YES Bank, Pune RSSC, Parmar Trade Center, 4 th Floor, Sadhu Vaswani Chowk, Pune 411001 Job 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 Regards, Manisha Gupta HR
Dear Candidate, We are excited to announce that we are conducting Walk-in drive especially for Female candidates in South Bombay Location. Role:-YES First Relationship Manager & Premia Relationship Manager Roles CTC:- As per industry Experience:- Min 2 years to 8 Years Location:- South Bombay Branches Please find Job Description below. Relationship Management: Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory Financial Planning and Investment Advisory to HNI clients Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit Ensure all sales activity is recorded online as per the organizational process Capture and maximize the business opportunity through detailed client profiling as per organizational process Relationship Management: Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory Financial Planning and Investment Advisory to HNI clients Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit Ensure all sales activity is recorded online as per the organizational process Capture and maximize the business opportunity through detailed client profiling as per organizational process Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary. If interested kindly attend the walk-in interview. Females with career gaps are also welcome. Regards, Manisha Gupta HR
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: Good written and verbal communication skills Fully conversant with MS Office Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of Retail Banking or Consumer Banking or Branch Banking Knowledge of regulatory guidelines
Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process. Interested candidate can share the Cv on below mention details aqsa.khan1.ext@yesbank.in
Position Sales Officer CASA Business Unit :- Retail Banking Reporting 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 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
Job Title Relationship Manager YES FIRST Functional Title Relationship Manager YES FIRST Grade Manager / Senior Manger Management Band Junior Management Business Unit Branch Banking Division SECTION II: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Core Responsibilities Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory Financial Planning and Investment Advisory to HNI clients Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit Ensure all sales activity is recorded online as per the organizational process Capture and maximize the business opportunity through detailed client profiling as per organizational process Self-Management Responsibilities efines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectDively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary. SECTION III: KNOWLEDGE & EXPERIENCE Minimum Qualifications Bachelors degree Masters degree is preferred Years of Experience A minimum of 4 years of relevant experience with at least 2 years in a similar role
Walk-In Drive on 8th August—11 AM to 2 PM Position: Sales Officer CASA Location: YES Bank, Monolith building, Kemps Corner, Mukesh Chowk, Nepean Sea Rd, next to St. Stephen's Church, Mumbai 400036 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, and Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with the bank's policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of the bank and customer's assets Ensure timely submission of MIS reports Profile Age: Minimum 21 to Maximum 30 years Education: Graduation (postgraduate preferred) AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage.
Walkin Interview - HR Executive Interview Location- Yes Bank, 6th Floor, Romell Tech Park,Cama Industrial Estate, Near Hub Mall Goregaon,Mumbai,Maharashtra 400063 Date of Interview- 13th Aug Contact Person- Manisha HR Interview Time- 11 to 3 PM Note Please carry your Aadhar Card it is Mandatory Desire Skills required Manage the end-to-end recruitment process pan-India recruitment, catering to diverse hiring needs across multiple regions. Source candidates effectively using job portals such as Naukri, Apna Job, Shine, and LinkedIn Utilize Applicant Tracking Systems (ATS) for efficient hiring processes Regards, Kalpana
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 management 1 . 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
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: Good written and verbal communication skills Fully conversant with MS Office Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of Retail Banking or Consumer Banking or Branch Banking Knowledge of regulatory guidelines Prime Location Hiring Area - Andheri to Virar Area - Powai to Chandivali, Mulund & Bhandhup Share Resume on Aqsa.khan1.ext@yesbank.in
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: Good written and verbal communication skills Fully conversant with MS Office Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of Retail Banking or Consumer Banking or Branch Banking Knowledge of regulatory guideline WALKING DRIVE - BROVIALI - Yes Bank Ltd, Shop No1 to 5 & ground floor, Abhilasha 1, Punjabi Lane , Borivali West - 400092 Ref - Aqsa Prime Location Hiring Area - Andheri to Boisar Share Resume on Aqsa.khan1.ext@yesbank.in
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 Skills: Good written and verbal communication skills Fully conversant with MS Office Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of Retail Banking or Consumer Banking or Branch Banking Knowledge of regulatory guideline INTERVIEW LOCATION- Shop No. 12 A and B, Unit No. 103 B, Ground and First Floor, Shankardhan Plaza, Junction of M. M. Road and Nahur Road, Mumbai, Maharashtra Ref - Aqsa Aqsa.khan1.ext@yesbank.in Share Resume on Aqsa.khan1.ext@yesbank.in
Walk-In Drive on 10th Spetember 2025 Position: Sales Officer CASA Location: YES BANK Ltd Office Nos. 401 to 406, 4th floor, Pride Parmar Galaxy, Sadhu Vaswani Chowk, Bund Garden, Pune, Maharashtra, Pin: 411 001 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, and Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with the bank's policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of the bank and customer's assets Ensure timely submission of MIS reports Profile Age: Minimum 21 to Maximum 30 years Education: Graduation (postgraduate preferred) AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage.
Job Title Trainee Apprenticeship Functional Title Trainee Apprenticeship Business Unit Emerging Branch Banking (EBrB) Division Retail Banking SECTION II: ROLE SUMMARY Self-motivated and enthusiastic person. The apprentice will work closely with experienced professionals in the branch and get hands-on experience in banking sales, KYC compliance and documentation. Apprentices will assist the branch officials for the overall upkeep of the Branch with the focus on Sales and Acquisition, Customer Management, Branch Compliance and Regulatory requirements of the Bank. SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Core Job Responsibilities Assist team members in day-to-day sales activities, documentation and other operational activities Keep customers warm and understand customer requirements or queries Learn and develop understanding of the sales strategy, business targets, banking products, customer engagement, account opening and related operational activities Collaborate with team members and contribute to monthly sales, cross-selling and acquisition targets Self-Management Responsibilities Reach branch/office on time Adherence to grooming guidelines and self-discipline Maintain a professional code of conduct with the customers and executives of the bank Risk and Control Responsibilities Adhere to the policies defined by the organization and guidelines by internal and external regulators Follow sales processes and KYC norms of the bank and regulator SECTION IV: KNOWLEDGE & EXPERIENCE KNOWLEDGE Qualifications Graduate from a recognized college/university Certifications AMFI/NCFM/IRDA certifications will be an added advantage Skills Strong written and verbal communication skills Conversant with MS Office Good networking & interpersonal skills Sensitive to confidential and compliance issues Strong sense of accountability and self-initiative EXPERIENCE Years of Experience Graduate with 0-1 years of experience in sales, operations or customer service Knowledge of banking systems, processes and regulatory guidelines will be an added advantage SECTION V: COMPETENCIES & KEY PERFORMANCE INDICATORS BEHAVIORAL COMPETENCIES Core Competencies Competency Name Behaviors Customer Focus Good listening skills and demonstrates understanding of customer needs Brings value to the team through timely and quality execution of tasks Understands problems and identifies new or existing methods to solve Professional Entrepreneurship Open to feedback and takes constructive action with minimum/no direction Displays responsibility for problems, initiatives and assigned tasks Drive for Results Seeks to understand the rationale for decisions and the implications Displays a sense of urgency to deliver outcomes within defined timelines Reacts to challenges with a positive attitude Influence and Impact Uses simple persuasion techniques to achieve the desired result Responds to team requirements by keeping a solution-oriented mindset Quality Focus Ensures adherence to quality standards in work/service delivery, identifies opportunities for improvement in the course of work Adheres to banking procedures and identifies opportunities to bring efficiency in own sphere of work TECHNICAL COMPETENCIES Technical Competencies Should have understanding of MS office tools
Career Comeback Opportunities for Women Banking Roles | Mumbai & Navi Mumbai Hiring Across Virtual, Retail, Wealth & Operations Roles Experience Range : 1 to 10+ Years | CTC : Up to 23 LPA Open Positions: Virtual Relationship Manager Airoli, Mumbai Experience: 13 years | CTC: 4 LPA Skills: Relationship Management, Telecalling, Sales Associate Virtual Relationship Manager Airoli, Mumbai Experience: 810 years | CTC: 4 LPA Skills: KYC Analysis, Document Verification Branch Service Partner Pan Mumbai Experience: 16 years | CTC: 11.5 LPA Skills: Trade Desk Handling, Trade Servicing, Operations Relationship Manager Yes First & Yes Premia Pan Mumbai Experience: 2+ years CTC: Yes First 14 LPA | Yes Premia 9 LPA Skills: Wealth Management, HNI/NRI Portfolio Advisory Relationship Manager Yes Private Pan Mumbai Experience: 68 years | CTC: 23 LPA Skills: UHNI/NRI Wealth Management, Portfolio Advisory Why Join Us Diverse roles across Retail, Private, and Virtual Banking Inclusive hiring for women returnees and experienced professionals Competitive compensation and career growth Locations across Mumbai and Chennai Supportive onboarding and training Why Join Us Dedicated Women Returnee Program Flexible work environment (including virtual roles) Inclusive culture and structured onboarding Opportunities across Retail, Private, and Virtual Banking Ready to restart your career with confidence Apply now and be part of a team that values your experience and empowers your comeback! Mandatory to Mention Kalpana Roy on your cv/7021234831 interested candidate can share there resume on given number.