Yes Bank

Associate Sales Officer in | CASA|LI|BFSI Products

Patna, Bihar, India Bank Jobs Posted 9-Jul-2026
Actively Hiring Remote / WFH Full Time
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Job at a Glance

Category
Bank Jobs
Location
Patna, Bihar, India
Job Type
Remote / WFH
Company
Yes Bank
Status
Open & Active

Job Description

Opportunity to join Yes Bank Ltd – Currently hiring for Associate Sales Officer in Patna Bihar, Apply CASA/Life Insurance/BFSI Products Sales jobs in leading Privet Sector Bank, also check day to day activity to apply jobs at Yes Bank.

Title: Associate Sales Officer

Department: CASA/BFSI Sales

Sub-Department : Relationship and Client Service

Work location : Nearby Patna Patna (nearby position will be offered as per available in Bihar)

Employment Type: Full time Jobs

Day to Day activity of Yes Bank Jobs nearby Patna
• Account Opening, Sales, Client Services :
• Handle customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc.
• Ensure adherence to process & documentation standards (e.g. forms/checklists, welcome calling, approvals, etc)
• Cross sale of various products offered to existing customer of Patna Patna.
• Generate and convert leads for assets & liabilities.
• Ensure focused segment is tapped and adherence to BSA.
• Service & Quality:
• Ensure that all people, process, data & systems in the branch are well attended to deliver consistent & superior levels of service to all customers of Patna Patna Bihar.
• Ensure daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence.
• Play a pro-active role in new products, processes or systems roll out impacting the clients
• Coordinate with relationship managers of Patna and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction.
• Others Activity :
• Maintain highest levels of discipline (punctuality, attendance, grooming standards etc) in the office
• Manage Local Vendors /agency of Patna Bihar relationships to ensure smooth execution of transaction
• Responsible for Branch upkeep & maintenance and control over the cost
• Must be thorough with banking processes, regulations & guidelines across
• Retail Sales in Patna Patna Bihar

Who can apply Associate Sales Officer jobs in Patna
• Must have graduation with 50% or above marks/equivalent CGPA/CPA
• 2-6 years of experience in Sales preferably in Banking or BFSI Industry (Banking, Insurance, Finance)
• Good written & verbal communication skills
• Knowledge and understanding of the local market of Patna Patna
• Knowledge of compliance regulations as issued by NHB, RBI, IRDA etc.
• Overall Personality Must be Good & befitting the stature of the role
• Must be a person who has strong sense of personal accountability, takes initiative & has tremendous positive energy/enthusiasm
• Can handle multiple customers at Patna Patna Branch.
• Maintain relationship with supervisors & peers.
• Ability to balance various priorities & accomplish multiple tasks in parallel

At YES BANK, we foster a leadership mindset that embraces meritocracy as a vital force to reward performance and exceptional competency. Executives are offered fast track career progression opportunities through cross functional time bound strategic assignments, job rotations and need based cross business transfers, developing their functional, managerial and leadership capabilities. Also having more than 1000 Branches Pan India including Patna Patna in Bihar and 1800 ATMs across all 2+ States and 7 Union Territories of India

We welcome you to embark on this professional journey with us and leverage this unique opportunity of becoming a substantial contributor and partner in the YES BANK Success Story!

Tag: Yes Bank Jobs in Patna Bihar, Sales Jobs in Patna Patna, Jobs in Pvt Bank, Bank Jobs in Patna, Jobs nearby Patna Patna, BFSI Jobs in Patna Bihar

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Job Details

Category Bank Jobs
Location Patna
Posted 2026-07-09 13:42:02
Type Remote / WFH
Status Active

Posted By

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