Sales Officer - CASA/ CA (Dewas)

About the Role

As a Sales Officer - CASA/ CA at Yes Bank, you will be responsible for driving sales growth and managing relationships with existing customers in the Dewas region. Your primary focus will be on promoting CASA (Current and Savings Accounts) products and services, while ensuring compliance with regulatory requirements and maintaining accurate records through MIS reporting.

Key Responsibilities

• Develop and execute sales strategies to achieve monthly/quarterly targets for CASA products
• Build and maintain strong relationships with existing customers, identifying their financial needs and offering suitable banking solutions
• Conduct KYC (Know Your Customer) and risk management activities to ensure compliance with regulatory requirements
• Provide exceptional customer service, resolving queries and concerns in a timely and professional manner
• Prepare and submit MIS reports to management, highlighting sales performance and areas for improvement
• Collaborate with cross-functional teams to promote cross-selling opportunities and drive business growth
• Stay up-to-date with industry trends, regulatory changes, and product updates to enhance sales skills and knowledge

Skills & Qualifications

• Bachelor's degree in Commerce or related field
• 0-4 years of experience in sales, relationship management, or a related field
• Strong sales and communication skills, with the ability to build rapport with customers
• Knowledge of CASA products and services, with a focus on current and savings accounts
• Understanding of KYC and risk management principles, with the ability to apply them in a sales context
• Proficiency in MIS reporting and data analysis, with the ability to interpret sales data and identify trends
• Certifications in sales, relationship management, or a related field (optional)

What You'll Learn

In this role, you will gain hands-on experience in sales, relationship management, and compliance, with opportunities to develop your skills in areas such as KYC, risk management, and MIS reporting. You will also learn about the banking industry and the products and services offered by Yes Bank, which will help you build a strong foundation for a career in finance.

Resume Tip

When applying for this role, make sure to highlight your sales and communication skills, as well as any relevant experience or training you have in areas such as relationship management, KYC, and risk management. Use specific examples to demonstrate your ability to build strong relationships with customers and drive sales growth, and be sure to tailor your resume to the requirements of the job description.