Current Account Sales Officer- Urgent Opening

3 weeks ago

Surat, India Yes Bank Full time

Role & responsibilities

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.

Preferred candidate profile

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