Sales Officer CA

3 weeks ago


Bengaluru, India YES BANK Full time

ü   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 


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