Job Description
Job Description
➢ 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 achieve daily/weekly/monthly customer acquisition target.
➢ To cross-sell TPP products to the acquired customers.
➢ To cross- sell other Banking and Asset products.
➢ To maintain good 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.
➢ To assist the Cluster Sales Leader in catchment mapping & scoping exercise and provide regular feedback to CSL/Seniors on opportunities/ customer needs competition benchmarking.
➢ Ensure timely escalation of issues impacting business and appropriate solutions to address the
concerns.
Qualifications:
➢ Age: Minimum 21 to Maximum 27 years.
➢ Graduation (Post Graduate preferred).
• NISM/ IRDA/ NCFM/JAIIB/CAIIB & such relevant certifications will be an added advantage.
➢ Past Experience: 0 – 1 year 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 guideline.
Work location : Pune
Job Requirements :30
Educational Qualification : UG-Non Engineering
Other Details
Weekly Working Days: 6
OFF Days Comment: Not Updated
Salary Type: Annual CTC
Salary : 300000 - 300000
Other Description
Role: Not Updated
Industry Type: BFSI
Employment Type: Full Time
Role Category: BFSI
Education
B.Com
Other
B.Sc
Other
BA
Others
BBM/BBA
BBA / BBM
BCA
Computer Application
Key Skills
Communication
Customer Support
Business Communication
Customer Relationship Management
About Company
Yes Bank is an Indian bank headquartered in Mumbai, India and was founded by Rana Kapoor and Ashok Kapoor in 2004. It offers wide range of differentiated products for corporate and retail customers through retail banking and asset management services.
Company Info
Address
➢ 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 achieve daily/weekly/monthly customer acquisition target.
➢ To cross-sell TPP products to the acquired customers.
➢ To cross- sell other Banking and Asset products.
➢ To maintain good 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.
➢ To assist the Cluster Sales Leader in catchment mapping & scoping exercise and provide regular feedback to CSL/Seniors on opportunities/ customer needs competition benchmarking.
➢ Ensure timely escalation of issues impacting business and appropriate solutions to address the
concerns.
Qualifications:
➢ Age: Minimum 21 to Maximum 27 years.
➢ Graduation (Post Graduate preferred).
• NISM/ IRDA/ NCFM/JAIIB/CAIIB & such relevant certifications will be an added advantage.
➢ Past Experience: 0 – 1 year 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 guideline.
Work location : Pune
Job Requirements :30
Educational Qualification : UG-Non Engineering
Other Details
Weekly Working Days: 6
OFF Days Comment: Not Updated
Salary Type: Annual CTC
Salary : 300000 - 300000
Other Description
Role: Not Updated
Industry Type: BFSI
Employment Type: Full Time
Role Category: BFSI
Education
B.Com
Other
B.Sc
Other
BA
Others
BBM/BBA
BBA / BBM
BCA
Computer Application
Key Skills
Communication
Customer Support
Business Communication
Customer Relationship Management
About Company
Yes Bank is an Indian bank headquartered in Mumbai, India and was founded by Rana Kapoor and Ashok Kapoor in 2004. It offers wide range of differentiated products for corporate and retail customers through retail banking and asset management services.
Company Info
Address
💡 Quick Summary
Seeking a career-building opportunity? The Sales Officer | CASA |Pune| | Yes Bank Limited position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.