Casa Sales Officer- For Female Candidate

Yes Bank Ltd.; Vadodara; On-site; INR 350,000 - 550,000; Full time

Job summary

Yes Bank Ltd. in India is seeking a banking professional to drive acquisition of CASA accounts (including higher CASA variants) while building strong customer relationships.

The role emphasizes compliance with KYC norms and regulatory guidelines, cross-selling Life Insurance, MF, Gold, Trade/FX, and asset products, and timely MIS submissions. Graduation is required; PG preferred.

Qualifications

• Acquisition of CASA accounts (Current & Savings) and higher CASA variants.
• Adherence to KYC norms and regulatory guidelines.
• Strong communication and interpersonal skills with customers.
• Experience in retail or branch banking is preferable; regulatory knowledge a plus.
• Graduation is required; postgraduate qualification is preferred.

Responsibilities

• Acquire quality CASA accounts and higher variants.
• Cross-sell Life Insurance, MF, Gold, Trade/FX and asset products.
• Maintain strong customer relationships and ensure timely MIS submissions.
• Comply with Yes Bank policies, processes, and risk controls.
• Ensure customer assets safety and escalate issues with solutions.
• Adhere to KYC, confidentiality, and regulatory guidelines.

Skills

Communication skills

MS Office

Networking skills

Confidentiality & compliance

Retail banking knowledge

Regulatory knowledge

Education

Graduation

Job description

Role & responsibilities

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 Past Experience0 - 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