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YES Bank

Posted 5 May 2022

Sales Officer CA

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Team
Acquisition and Product Cross Sell Business
Posted
5 May 2022

About the role

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 

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