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YES Bank

Posted 10 May 2022

Sales Officer CASA

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Team
Acquisition and Product Cross Sell Savings
Posted
10 May 2022

About the role

Responsibilitiesü  Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) ü  Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants ü  Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) ü  Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products ü  Maintaining good relationship with the customers ü  Complete adherence to Yes Personality guidelines ü  Compliant towards KYC and all operational risk ü  Comply with Bank’s policies and processes ü  Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns ü  Ensure safety and security of Bank and customer's assets ü  Ensure timely submission of MIS reports Expected CandidateAge: Minimum 21 to Maximum 30 years ProfileEducation:   ü   Graduation (Post Graduate preferred) ü   AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Past Experience: 0 - 5 years work experience in Banking & Financial Services Organizations  Other Aspects / Skills:- ü  Good written and verbal communication skills  ü  Fully conversant with MS Office  ü  Excellent networking & interpersonal skills  ü  Sensitive to issues of confidentially and compliance ü  Market knowledge of ‘Retail Banking’ or ‘Consumer Banking’ or ‘Branch Banking’ ü  Knowledge of regulatory guidelines

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