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YES Bank

Posted 8 Jun 2022

Sales Manager Premiere Acquisition

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Team
Acquisition and Product Cross Sell Business
Posted
8 Jun 2022

About the role

SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES

Strategic/ Managerial Responsibilities

§N / A

Core Responsibilities

§To acquire new YFB Product/program CA customer in the identified segment and reference generation from the  specified catchment

§To achieve daily/weekly/monthly customer acquisition target

§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 attract new-to-bank qualified customers in consistence with the Bank’s business strategy

§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 ensure r

SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES

Strategic/ Managerial Responsibilities

§N / A

Core Responsibilities

§To acquire new YFB Product/program CA customer in the identified segment and reference generation from the  specified catchment

§To achieve daily/weekly/monthly customer acquisition target

§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 attract new-to-bank qualified customers in consistence with the Bank’s business strategy

§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 ensure required level of service for in-coming customers, to consult customers on credit and banking products

§To ask for referrals and recommendations from existing customers on new customers

§To cross sell credit and banking products to eligible customers

People Management

N/A

Risk and Internal Control Responsibilities

§Should be adhering to all regulatory and compliance requirements

§Should follow the internal and external controls policy of the bank, as required by the bank

equired level of service for in-coming customers, to consult customers on credit and banking products

§To ask for referrals and recommendations from existing customers on new customers

§To cross sell credit and banking products to eligible customers

People Management

N/A

Risk and Internal Control Responsibilities

§Should be adhering to all regulatory and compliance requirements

§Should follow the internal and external controls policy of the bank, as required by the bank

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