Core Responsibilities

- To ensure sourcing of quality current accounts with higher product mix (higher CASA variants), segments and constitution mix
- To achieve monthly customer acquisition target
- To cross- sell other Banking and Asset products
- To cross-sell TPP products to the acquired customers
- To maintain good relationship with the customers and seek referrals
- To ensure right product to customer, a/c opening in defined TAT, high FTR, M+1 activation and follow up use of account for business transactions
- To ensure proactive registration & activation of acquired customers to direct banking channels
- To assist the Cluster Sales Leader Business in catchment mapping & scoping exercise and provide regular feedback to CSLB/Seniors on opportunities customer needs competition benchmarking
- To abide by the selling norms defined by the organization and adherence to guidelines by internal & external regulators




- To adhere to sales process & KYC Norms of the bank

Minimum Qualifications

Graduation (Post Graduate preferred)

Qualified Certifications

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

Skills

- Good written and verbal communication skills
- 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

Years of Experience

- 0 - 5 years work experience in sales role (Banking & Financial Services Organizations preferred)

Interested candidates can share their resume on - (phone hidden) / [email protected]

📌 Hiring Sales Officer - CASA (Bengaluru)
🏢 Yes Bank
📍 Bengaluru