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Sales Officer CA
YES Bank
Hoskote, Bengaluru, Hinganghāt
Full-Time
1-4 Years experience
Description
| ü 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 |
Eligibility Criteria
- Experience: 1+ year
- Seniority: Mid Level
- Languages: English
About YES Bank
Indian private sector bank