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YYES Bank

Sales Officer CA

YES Bank

Bengaluru, Hinganghāt
Full-Time
1-4 Years experience

Description

Responsibilitiesü  To introduce & acquire new CA customer in the identified segment and reference generation from the  specified catchment

ü  To ensure sourcing of quality current accounts – in terms of product mix, segments and constitution mix

ü  To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions)

ü  To ensure proactive registration & activation of acquired customers to direct banking channels

ü  To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking

ü  To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers

ü  To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators

ü  To ensure quality sourcing in line with the Banks policy

ü  To Adhere to sales process & KYC Norms of the bank

Expected CandidateAge: Minimum  25 to Maximum 30 years

ProfileEducation: Post Graduate preferred/ Graduate in any discipline from a recognized university

Past Experience:

ü  Minimum 1 to 2 years of experience in current account acquisition

ü  Some  knowledge of the Trade & FOREX products

Past Organization:

ü  Must necessarily come from Banking Organizations' with experience in current account acquisition

Other Aspects / Skills:

ü  Good at oral and written communication

ü  High Sales orientation & Must be willing to take up extensive field visit

ü  Orientation towards servicing the customer and understanding his needs is a prerequisite & Awareness of dynamics of local market

ü  Good understanding of competitive products & their pricing

Eligibility Criteria

  • Experience: 1+ year
  • Seniority: Entry Level
  • Education: Bachelor's degree preferred
  • Languages: English

About YES Bank

Indian private sector bank

Industry: financial sectorEmployees: 41048+Website