Sales officer ( CASA /CA) Female -Bengaluru

Yes Bank Ltd.; Bengaluru; On-site; INR 360,000 - 600,000; Full time

Job summary

Yes Bank Ltd. in Bengaluru is seeking a Sales Officer CASA for Retail Banking. The role focuses on acquiring Quality CASA accounts, including NTB CASA, and promoting higher variants while maintaining client relationships.

The candidate should be able to cross-sell Life Insurance, mutual funds, gold, Trade/FX and other assets. Adherence to KYC, risk policies, and bank processes is essential for success.

Qualifications

• Graduation (Post Graduate preferred).
• AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage.

Responsibilities

• Acquisition of Quality CASA Accounts- Qualified & Activated NTB CASA Accounts.
• 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

Skills

Quality CASA

NTB CASA

Cross-sell

Education

Graduation (Post Graduate preferred)

AMFI/NCFM/IRDA/JAIIB/CAIIB certifications

Job description

Position :-Sales Officer CASA

Business Unit :-Retail Banking

Reporting to :-Branch Manager

Required profile :- Female candidates who have career GAP more than 6 month

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