➢ To action the leads given by the Personal Banker of the assigned branch➢ To acquire Quality CASA Accounts with higher CASA/program variants➢ To acquire CASA Values as per the assigned targets - CASA AMB acquired in accounts sourced during the month (In Rs)➢ To liaise with PB/BM for generation of more leads➢ To update all the leads in the system and provide regular feedback to the PBs/BM/CSL on the status of the leads➢ To achieve customer acquisition target➢ To cross-sell TPP products, other Banking and Asset products➢ To maintain valuable relationship with the customers and seek referrals ➢ 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➢ To ensure right product to customer ensure a/c opening within defined TAT,



high FTR and M+1 activation➢ To ensure proactive registration & activation of acquired customers to direct banking channels➢ Ensure timely escalation of issues impacting business and appropriate solutions to address the concernsQualifications➢ Age: Minimum 21 to Maximum 27 years➢ Education:

• Graduation (Post Graduate preferred)• NISM/ IRDA/ NCFM/JAIIB/CAIIB & such relevant certifications will be an added advantage➢ Past Experience: 0 - 5 years’ work experience in sales role (Banking & Financial Services Organizations preferred)➢ Other Aspects / 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

📌 Lobby Sales Officer CASA (Bengaluru)
🏢 Yes Bank
📍 Bengaluru