Casa Sales Officer- Yes Bank

Yes Bank; Bikaner; On-site; INR 400,000 - 600,000; Full time

Job summary

Yes Bank in India seeks a banking sales professional to drive CASA accounts and higher CASA variants while cross-selling Life Insurance, mutual funds, gold, and other assets products. The role emphasizes building trust with customers and adhering to KYC and risk controls.

You will maintain strong customer relationships, ensure policy compliance, and promptly escalate issues with practical solutions. MIS reporting and security of assets are also emphasized.

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

Job description

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