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ima india

Sales Officer CA

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Job Description

4 days left

Employer Yes Bank

Location Erode

Posted Apr 18, 2026

Closes Apr 28, 2026

Ref 5703139803

Role Accountant / Management Accountant

Level Staff

Certification Other

Work Mode Work from office

Hours Full Time

Organization Type Corporate

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Job Description

  • To introduce & acquire new CA customer in the identified segment and reference generation from the specified catchment
  • To ensure sourcing of quality current accounts - in terms of product mix, segments and constitution mix
  • 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)
  • To ensure proactive registration & activation of acquired customers to direct banking channels
  • To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking
  • To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers
  • To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators
  • To ensure quality sourcing in line with the Banks policy
  • To Adhere to sales process & KYC Norms of the bank

Skills: Channel Sales, Kyc, Current Account

Experience: 1.00-5.00 Years

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Job ID: 146433595

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