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YES Bank

Posted 19 Oct 2026

Sales Officer CASA

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Team
Acquisition and Product Cross Sell Savings (APCSS)
Posted
19 Oct 2026

About the 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 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
  • Experience: 0 - 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 


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