Job Description
Install app
Company logo
Sales Officer CASA- Yes Bank
Yes Bank
3.7
(8520 Reviews)
12 applicants
Posted 1d ago
Job DetailsAbout CompanyReviewsBenefits
Experience in regulatory compliance and business acquisition; strong relationship management skills
Ensure compliance, acquire quality CASA, and maintain customer relationships
2 - 7 Years
1 Vacancy
Not disclosed
Surat
Must have key skills
Saving Account,Casa Acquisition,Casa Sales,Current Account,Sales officer CASA
Other key skills
Cross Selling,Acquisition Sales,Cross Sales,Acquisition,Sales Officer,Account Opening,Casa,Sales Office,Current
Job description
What you’ll do
Role & responsibilities
Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers
Core
Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders
People
Management or
Self-
Management
Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.
Risk and
Internal Control
Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
Company logo
Sales Officer CASA- Yes Bank
Yes Bank
3.7
(8520 Reviews)
12 applicants
Posted 1d ago
Job DetailsAbout CompanyReviewsBenefits
Experience in regulatory compliance and business acquisition; strong relationship management skills
Ensure compliance, acquire quality CASA, and maintain customer relationships
2 - 7 Years
1 Vacancy
Not disclosed
Surat
Must have key skills
Saving Account,Casa Acquisition,Casa Sales,Current Account,Sales officer CASA
Other key skills
Cross Selling,Acquisition Sales,Cross Sales,Acquisition,Sales Officer,Account Opening,Casa,Sales Office,Current
Job description
What you’ll do
Role & responsibilities
Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers
Core
Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders
People
Management or
Self-
Management
Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.
Risk and
Internal Control
Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
💡 Quick Summary
Seeking a career-building opportunity? The Sales Officer CASA- Yes Bank position is now open for candidates interested in the Bank Jobs sector. This role in Surat 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.
