Hiring Associate Sales Officer in Patna | CASA|LI|BFSI|

  • Category: Bank Jobs
  • Location: Patna, Bihar
  • Job Type: Full Time / Part Time
  • Salary: Estimated: $ 21K to 23K
  • Published on: 2025/09/21

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 (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.

• 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 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 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

• 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 Branch.

• Maintain relationship with supervisors & peers.

• Ability to balance various priorities & accomplish multiple tasks in parallel


Company Name: callcenterjob.co.in Patna, Bihar

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