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YES Bank

Posted 24 Sep 2026

Sales Officer CASA

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Team
Acquisition and Product Cross Sell Savings (APCSS)
Posted
24 Sep 2026

About the role

·        To ensure sourcing of quality current accounts with higher product mix (higher CASA variants), segments and constitution mix

  • To achieve monthly customer acquisition target

·        To cross- sell other Banking and Asset products

·        To cross-sell TPP products to the acquired customers

·        To maintain good relationship with the customers and seek referrals

·        To ensure right product to customer, a/c opening in defined TAT, high FTR, M+1 activation and follow up use of account for business transactions

·        To ensure proactive registration & activation of acquired customers to direct banking channels

·        To assist the Cluster Sales Leader Business in catchment mapping & scoping exercise and provide regular feedback to CSLB/Seniors on opportunities / customer needs / competition benchmarking

·        To abide by the selling norms defined by the organization and adherence to guidelines by internal & external regulators

To adhere to sales process & KYC Norms of the bank

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