Sales Officer CASA

4 weeks ago


Navi Mumbai, India Yes Bank Full time
  • 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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