Sales Officer CA

6 days ago

Mumbai India YES BANK Full time

Job Description Position :- Sales Officer CA Grade:- Senior Officer/ Assistant Manager Business Unit:- Retail Banking Sub Unit:- Acquisition and Product Cross Sell Business Reporting to:- Senior Sales Manager Hybrid/CA & Branch Manager 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 Expected Candidate Age: Minimum 25 to Maximum 30 years Profile Education: Post Graduate preferred/ Graduate in any discipline from a recognized university Past Experience Minimum 1 to 2 years of experience in current account acquisition Some knowledge of the Trade & FOREX products Past Organization Must necessarily come from Banking Organizations with experience in current account acquisition Other Aspects / Skills Good at oral and written communication High Sales orientation & Must be willing to take up extensive field visit Orientation towards servicing the customer and understanding his needs is a prerequisite & Awareness of dynamics of local market Good understanding of competitive products & their pricing

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