Urgent Opening Sales Manager EXIM-

2 days ago


Surat, Gujarat, India Yes Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Role & responsibilities

  • To identify and acquire new EXIM CA customers in the identified segment and reference generation from the specified catchment
    • To identify and acquire new product/ program eligible CA in the identified segment and reference generation from the specified catchment
    • To drive activation and income generation from Trade and Forex line of business in tandem with Subject Matter Experts
    • To achieve daily/ weekly/ monthly customer acquisition target
    • To support in building incremental CA values in self-sourced base
    • To ensure initial customer handholding & M+3 activation (Right advice 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 digital onboarding and activation on the banks key digital platforms (CNB, Smart Trade, IRIS, Yes Connect etc.)
    • 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


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