CASA Acquisition and Relationship Management Professional

2 weeks ago


Chennai, Tamil Nadu, India YES BANK Full time

About YES BANK

YES BANK is a leading Indian private sector bank known for its customer-centric approach, innovative products, and commitment to excellence.

Job Summary

We are seeking an experienced professional to join our team as a CASA Acquisition and Relationship Management Professional. In this role, you will be responsible for acquiring and retaining high-value customers, managing relationships, and ensuring timely submission of MIS reports.

Key Responsibilities:

  • CASA Value Acquisition: Identify and acquire high-quality CASA variants, including qualified and activated Higher CASA variants.
  • Revenue Generation: Cross-sell Life Insurance products, Mutual Funds, Gold, Trade/FX, and Assets products to existing customers.
  • Relationship Management: Maintain strong relationships with customers, ensure their needs are met, and resolve any issues promptly.
  • Adherence to Policies: Comply with Bank's policies, processes, and guidelines, including KYC and operational risk management.
  • Timely Escalation: Ensure timely escalation of issues impacting business and provide appropriate solutions.
  • Safety and Security: Ensure the safety and security of Bank and customer assets.

Requirements:

  • Education: A bachelor's degree in a relevant field (e.g., finance, marketing, or business administration).
  • Experience: A minimum of 2-3 years of experience in sales, relationship management, or a similar role in the banking or financial services industry.
  • Skills: Excellent communication, negotiation, and problem-solving skills; ability to work in a fast-paced environment and meet targets.

What We Offer:

  • Competitive Salary: ₹ 8.5 lakhs per annum (approximately $11,500 USD), depending on location and experience.
  • Benefits: Opportunities for career growth, comprehensive training, and a dynamic work environment.

Location: This role can be based in various locations across India, depending on the candidate's preference.



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