Walk-in | Sales Officer - CASA/ CA

Yes Bank Ltd.; Bengaluru; Sur place; INR 300 000 - 700 000; Plein temps

Résumé du poste

Yes Bank Ltd. in Bengaluru seeks a relationship-focused professional to drive CASA account growth and cross-sell Life Insurance, MF, Gold and Trade/FX products. You will acquire CASA accounts, higher CASA variants and maintain strong customer relationships with strict KYC compliance.

Role emphasizes adherence to bank policies, timely issue escalation, MIS reporting, and safeguarding assets. Attire: Business Formals.

Responsabilités

• Acquisition of Quality CASA 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

Description du poste

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