Sales Officer CASA/CA

4 days ago

Bengaluru, Karnataka, India Yes Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

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 CandidateAgeMinimum 21 to Maximum 30 years

    ProfileEducation:
  • Graduation (Post Graduate preferred)
  • AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage

    Past Experience0 - 5 years work experience in Banking & Financial Services Organizations

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