Sales Officer - Surat
Published date: 2024/01/10
- Location: Surat, Gujarat, India
Dear Candidate,
Greetings from Yes Bank!!
We are presently looking out for candidates with Current and Saving account sales experience.
Core Responsibilities
Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts
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 Banks 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
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
Greetings from Yes Bank!!
We are presently looking out for candidates with Current and Saving account sales experience.
Core Responsibilities
Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts
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 Banks 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
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
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