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Sector 29 Chandigarh

Drari mohali

Financial Advisor

Subramanya Nagar

Sindhi Colony

*Job Title:* Sales Officer CASA
*Job Summary:*
Yes Bank Ltd, Frazer Town Branch located on Coles Road is looking for driven individuals to join their team as Sales Officers CASA, focusing on acquiring high-quality Current Account and Savings Account (CASA) customers and enhancing value through cross-selling financial products.

*Key Responsibilities:*

- *Customer Acquisition:* Acquire new customers for CASA products, identifying potential customers, conducting outreach, and explaining benefits.
- *Sales Targets:* Meet or exceed sales targets set by the organization, achieving specific goals related to new accounts opened and deposit amounts.
- *Product Knowledge:* Thoroughly understand CASA products, including features, fees, and benefits, to effectively communicate value propositions to customers.
- *Cross-Selling:* Identify opportunities to cross-sell banking products and services, such as fixed deposits, loans, credit cards, or insurance, based on customer needs and goals.
- *Customer Relationship Management:* Build and maintain strong relationships with existing and potential customers, providing excellent customer service to address inquiries and resolve issues.
- *Compliance:* Ensure compliance with banking regulations and internal policies, conducting activities ethically and within the legal framework.

*Requirements:*

- *Education:* Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
- *Experience:* 0-2 years of experience in sales or relevant fields.
- *Skills:* Strong sales skills, excellent communication and interpersonal skills, and knowledge of banking products and compliance requirements.
- *Language:* Proficiency in local languages and English.

*Benefits:*

- *Benefits:* Mediclaim for self, spouse, and two children, travel allowance, and incentives.¹


Yes Bank

CASA Sales Officer

College Square

JL Nehru Road

Aditya Birla Capital
Kolkata park street.

Job Description

Job Purpose:Financial consultant/ASSOCIATE Partner
Providing strategic advice across a variety of financial products and services.

Assessing client’s overall financial picture, understand their needs and develop a solid financial plan.

Guiding clients towards a profitable and secure financial decision.

The purpose of this job is to recruit quality advisors & support / train them and enable them to procure investment from the market& subsequently service the customers.

Key Responsibilities :

1. To recruit high-quality prospective advisors and ensure that they acquire licensing to achieve the Yearly target set in the Goal Sheet.

2. Provide on-the-job training & manage and monitor the performance of advisors so that they can achieve their goals.

3. Maintain persistence for the investment procured by a team of Advisors to overall achieve the profitability of the team.

What's in it for you :

- Opportunity to be promoted to next designation, on 100% completion of the Goal sheet at the end of 6 to 12 months.

- Opportunity to progress to the position of Branch Manager, at the end of 12 months.

Location : Kolkata park street
We would be pleased to meet with you for further inquiries.


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