Company: YES BANK
Location: Dehradun, Uttarakhand, India
Employment Type: Full-time
Description:
Company Description
YES BANK is a leading Indian private sector bank with over 1200 branches nationwide, dedicated to transforming the financial landscape of India. Operating in Retail, MSME, and Corporate banking sectors, we offer innovative and transparent banking solutions to empower individuals, businesses, and communities. With a focus on long-lasting relationships and sustainability, we leverage cutting-edge technology to meet the evolving needs of our diverse clientele.
Role Description
This is a full-time on-site role for a CASA Sales Officer at YES BANK in the Dehradun Patel Nagar branch.The CASA Sales Officer will be responsible for
1)Acquiring new customers: Introducing and acquiring new customers, and generating references from specific areas.
2)Sourcing quality accounts: Ensuring that the accounts are of good quality, and that the product mix and constitution mix are appropriate.
3)Activating customers: Activating the accounts of new customers in the direct banking… channels.
4)Assisting with sales: Helping the sales manager with catchment mapping and scoping, and providing regular feedback on opportunities and customer needs.
5)Adhering to policies: Complying with the bank’s sales process, KYC norms, and policies.
6)Cross-selling: Cross-selling products like life insurance, mutual funds, gold, trade, FX, and assets.
7)Maintaining customer relationships: Maintaining good relationships with customers.
8)Submitting reports: Submitting MIS reports in a timely manner
Source: LinkedIn
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