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Yes Bank

Sales Officer CA

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  • Posted 13 hours ago
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Job Description

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

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Open to candidates from:
Indian

About Company

Job ID: 107490843

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