Sales Officer - CASA/ CA

Yes Bank Ltd.; Hyderabad; On-site; INR 300,000 - 600,000; Full time

Job summary

Yes Bank Ltd. in India seeks a role focused on acquiring Quality CASA accounts and cross-selling financial products, with emphasis on NTB CASA accounts and higher CASA variants. The position also involves maintaining strong customer relationships and ensuring compliance with banking policies.

The role requires adherence to KYC norms, risk controls, and timely MIS reporting, contributing to sustained revenue growth and asset security for the bank.

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
• Attire: Business Formals

Job description

Role & 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

Attire

Business Formals