Casa Sales Officer- Yes Bank

Role & responsibilities

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 Past Experience0 - 5 years work experience in Banking & Financial Services Organizations Other Aspects/

• Skills:

• Good written and verbal communication skills

• Fully conversant with MS Office

• Excellent networking & interpersonal skills

• Sensitive to issues of confidentially and compliance

• Market knowledge of Retail Banking’ or ‘Consumer Banking’ or ‘Branch Banking’

• Knowledge of regulatory guidelines