Sales Officer CASA
YES BANK
Date: 3 weeks ago
City: Mumbai, Maharashtra
Contract type: Full time
We have opening for SO-CASA role for South Bombay Location
Position:-Sales Officer CASA
Business Unit:-Retail Banking
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 Bank’s 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
Position:-Sales Officer CASA
Business Unit:-Retail Banking
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 Bank’s 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
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