Sales Officer CASA

Responsibilities ✓ Acquisition of Quality CASA (Current Account & Saving Account) AccountsQualified & 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 reports

Expected

Candidate

Age: Minimum 21 to Maximum 30 years

Profile Education:

✓ Graduation (Post Graduate preferred)

✓ AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an

added advantage

• Experience: 0+ years
• Seniority: Mid Level
• Education: Bachelor's degree preferred
• Languages: English