Job highlights

- Experience in CASA account acquisition and cross-selling financial products

- Acquire and activate quality CASA accounts, cross-sell insurance and mutual funds, maintain customer relationships, ensure compliance with KYC and bank policies, and submit MIS reports

Dear Candidate, We have an opportunity for Sales Officer- CASA. Job 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 positive relationship with the customers

- Complete adherence to Yes Personality guidelines

- Compliant towards KYC and all operational risk

- Comply with Banks 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

Interested candidates can send their resume on [email protected]

📌 Walk-in || Hiring For SOCA / CASA - Thane-Navi Mumbai All Areas
🏢 Yes Bank
📍 Thane