SO CASA Officer Yes Bank Ltd

  • company name Yes Bank Ltd
  • working location Office Location
  • job type Full Time

Experience: 1 - 1 years required

Pay: INR 200000 - INR 450000 /year

Type: Full Time

Location: Mumbai City

Skills: casa sales, casa, branch banking, retail banking

About Yes Bank Ltd

Job Description

 Walk in drive on 01 Aug 2025 - Yes Bank-11 and 12 &2A Sunil Niwas CHS LTD. Lokhandwala road OFF JP Road Mumbai

Timings - 14:00 PM to 16:00 PM

Title: SO CASA 

 Experience - 1 to 5 Years

 Salary up to 5.5LPA


Responsibilities-

  • Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & 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 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 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 - 5 years work experience in Banking & Financial Services Organizations

Other Aspects /Skills:

  1. Good written and verbal communication skills
  2. Fully conversant with MS Office
  3. Excellent networking & interpersonal skills
  4. Sensitive to issues of confidentially and compliance
  5. Market knowledge of Retail Banking or Consumer Banking or Branch Banking
  6. Knowledge of regulatory guidelines