Casa Sales Officer- Yes Bank

Yes Bank Ltd.; Sagar; On-site; INR 200,000 - 280,000; Full time

Job summary

Yes Bank Ltd. in Madhya Pradesh, Sagar invites applications for an entry-level banking role focusing on acquiring CASA accounts and cross-selling financial products. Fresh MBA graduates can apply, with training provided to understand KYC norms and risk controls.

The role emphasizes building strong customer relationships, adhering to bank guidelines, and timely reporting. This is an on-site opportunity in Sagar, MP, India.

Qualifications

• MBA freshers can apply.

Responsibilities

• Acquire Quality CASA accounts - Current & Saving Accounts (NTB CASA accounts).
• Acquire Quality higher CASA variants and higher CASA variants.
• Promote CASA value and revenue through cross-selling Life Insurance, mutual funds, Gold, Trade/FX, and Asset products.
• Maintain good relationships with customers.
• Adhere to Yes Personality guidelines and comply with KYC and operational risk.
• Comply with Banks policies and processes; escalate issues promptly with solutions.
• Ensure safety and security of bank and customer assets; timely MIS submissions.

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

Preferred candidate profile Role & responsibilities Preferred candidate profile Role & responsibilities Preferred candidate profile Role & responsibilities Preferred candidate profile Role & responsibilities

MBA Freshers can also apply