[ISM-565] | Sales Officer CASA

[ISM-565] | Sales Officer CASA

15 Sep
Yes Bank

15 Sep

Yes Bank



The role holder is responsible for acquiring high quality current accounts and savings accounts. The incumbent should be able to leverage opportunities for cross sell of insurance and other revenue products. The role holder should ensure compliance to KYC and other banking norms.


Strategic/ Managerial Responsibilities

N / A

Core Responsibilities

Business Acquisition

Undertakes acquisition of Quality CASA (Current Account & Saving Account)

Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products


Maintaining good relationship with the customers through regular connects and prompt redressal of any queries

Quality Focus

Compliant towards KYC and all operational risk parameters

Complies with Bank’s policies and processes

Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns

Ensures safety and security of Bank and customer's assets

Ensures timely submission of MIS reports to relevant stakeholders

Self-Management Responsibilities

Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.

Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.

Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.

Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.

Risk and Internal Control Responsibilities

Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.

Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.


Key Internal Interactions

Purpose of Interaction

Channel Partners

Liase with TPP, BB, RA representatives as required for closing cross sell

Key External Interactions

Purpose of Interaction

Prospective YBL Customers

Present the organization in a professional and positive manner to generate interest and capture mindshare

Existing Customers

Engage and address requirements of Key YBL Accountholders



Bachelor’s degree in any discipline

AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage

Written and spoken English is essential


A minimum of 1 year of relevant experience

Prior experience of B2B/ B2C sales

The original job offer can be found in Kit Job:

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