YES BANK.

SALES OFFICER- CASA -SHIMLA

YES BANK.
Not Disclosed
0-5 Years Full Time
IN

Vacancy: Not Disclosed Posted: 1 year ago Applicants: 0
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Job Description

Dear Candidate,
Greetings from Yes Bank!!
We are presently looking out for candidates with Current and Saving account sales experience.

Core Responsibilities

  • Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts
  • 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 good 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
  • 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 good relationship with the customers
    Education:
    Graduation (Post Graduate preferred)
    AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage
    Past Experience: 0 - 5 years work experience in Banking & Financial Services Organizations

    Other Aspects / Skills:-
    Good written and verbal communication skills
    Fully conversant with MS Office
    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
     

Regards
Team HCM,
YES BANK LTD

Skills Required: Sales, Casa, Field Sales


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