JOB DESCRIPTION - Sales Officer CASA

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 valuable 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

Minimum 21 to Maximum 30 years

Education :
✓ Graduation (Post Graduate preferred)
✓ AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage

📌 Sales Officer (Shimla)
🏢 Yes Bank
📍 Shimla