Walk-in || Sales Officer - CASA/ CA (Coimbatore)

About the Role

As a Sales Officer - CASA/ CA at Yes Bank, you will be responsible for managing a portfolio of customers, identifying their financial needs, and providing them with suitable banking solutions. This role involves building and maintaining strong relationships with customers, understanding their financial goals, and cross-selling relevant banking products. You will also be responsible for ensuring compliance with regulatory requirements and maintaining accurate records.

Key Responsibilities

• Manage a portfolio of customers, including CASA (Current and Savings Accounts) accounts, and provide them with personalized banking solutions.
• Identify and pursue cross-selling opportunities to increase sales and revenue growth.
• Build and maintain strong relationships with customers, understanding their financial needs and goals.
• Ensure compliance with regulatory requirements, such as KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations.
• Prepare and maintain accurate MIS (Management Information System) reports to track sales performance and customer interactions.
• Stay up-to-date with market trends and competitor activity to ensure Yes Bank remains competitive in the market.
• Collaborate with internal teams, such as credit and risk, to ensure seamless customer service and sales support.

Skills & Qualifications

• Bachelor's degree in Commerce, Economics, or a related field.
• 0-4 years of experience in sales, customer service, or a related field.
• Strong communication and interpersonal skills to build and maintain relationships with customers.
• Ability to analyze customer data and identify sales opportunities.
• Knowledge of banking products and services, including CASA accounts and cross-selling strategies.
• Basic computer skills, including proficiency in Microsoft Office and CRM software.
• Knowledge of KYC and AML regulations and compliance procedures.

What You'll Learn

In this role, you will gain hands-on experience in sales, customer relationship management, and banking products. You will learn how to analyze customer data, identify sales opportunities, and provide personalized banking solutions. You will also develop strong communication and interpersonal skills, which are essential for building and maintaining relationships with customers.

Resume Tip

When applying for this role, make sure to highlight your sales and customer service experience, as well as any relevant coursework or training in banking and finance. Use specific examples to demonstrate your ability to build and maintain relationships with customers, analyze customer data, and identify sales opportunities.