YES Bank

CASA Sales Officer

October 19, 2023
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Deadline date:
25000 / month

Job Description

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 good relationship with the customers

Complete adherence to Yes Personality guidelines

Compliant towards KYC and all operational risk

Comply with Bank’s 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 report