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Sales officer -CA/CASA

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Job Description

4 days left

Employer Yes Bank

Location Ernakulam

Posted Apr 18, 2026

Closes May 04, 2026

Ref 5703140031

Role Accountant / Management Accountant

Level Staff

Certification Other

Work Mode Work from office

Hours Full Time

Organization Type Corporate

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Job 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

Skills: Casa, Sales Skills, fx trading

Experience: 1.00-6.00 Years

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About Company

Job ID: 146836061

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