Role: Casa Sales Officer- Yes Bank
Industry Type: Banking
Department: Sales & Business Development
Employment Type: Full Time, Permanent
Role Category: Retail & B2C Sales
UG: Any Graduate
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 reportsRole & responsibilities
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