Sales Officer- CASA/CA-Hyderabad

4 weeks ago

Hyderabad, India Yes Bank Full time

To introduce & acquire new CA/CASA 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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