- Manage CASA (Current Account Savings Account) portfolio by identifying new business opportunities, cross-selling products, and maintaining relationships with existing customers.
- Develop and execute sales strategies to achieve monthly targets for saving accounts, retail liabilities, and other banking products.
- Provide exceptional customer service by resolving queries related to current accounts, savings accounts, and other banking services.
- Collaborate with internal teams to ensure seamless execution of branch operations.
Job Requirements :
- 1-10 years of experience in branch banking or similar role as a Relationship Officer or Sales Officer.
- Robust understanding of CASA products such as current accounts, saving accounts, and retail liabilities.
- Excellent relationship management skills with ability to build strong rapport with customers.
- Proficiency in using PAM (Portfolio Analysis Module) software.
📌 Hiring Sales Officer - CASA (Surat)
🏢 Yes Bank
📍 Surat
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