Hiring Sales Officer - CASA

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

Job summary

Yes Bank in Bundi, Rajasthan is seeking a diligent Relationship Officer to manage the CASA portfolio, identify new business opportunities, cross-sell products, and maintain lasting relationships with customers.

The role requires developing and executing sales strategies to achieve monthly targets for saving accounts, retail liabilities, and other banking products; delivering exceptional customer service; and collaborating with branch teams to ensure seamless operations.

Qualifications

• 1-10 years of experience in branch banking or similar role.
• Strong understanding of CASA products such as current and savings accounts.
• Excellent relationship management skills with ability to build strong rapport with customers.
• Proficiency in using PAM software.

Responsibilities

• Manage CASA portfolio by identifying new business opportunities and maintaining relationships with customers.
• Develop and execute sales strategies to achieve monthly targets for saving accounts and retail liabilities.
• Provide exceptional customer service by resolving queries related to accounts and banking services.
• Collaborate with internal teams to ensure seamless branch operations.

Skills

Relationship management

Sales targets

Customer service

Tools

PAM software

Job description

Job description Roles and Responsibilities :

• Manage CASA (Current Account Savings Account) portfolio by identifying new business opportunities, cross-selling products, and maintaining relationships with existing customers.
• Develop and execute sales strategies to achieve monthly targets for saving accounts, retail liabilities, and other banking products.
• Provide exceptional customer service by resolving queries related to current accounts, savings accounts, and other banking services.
• Collaborate with internal teams to ensure seamless execution of branch operations.

Job Requirements :

• 1-10 years of experience in branch banking or similar role as a Relationship Officer or Sales Officer.
• Strong understanding of CASA products such as current accounts, saving accounts, and retail liabilities.
• Excellent relationship management skills with ability to build strong rapport with customers.
• Proficiency in using PAM (Portfolio Analysis Module) software.