Sales Officer CA

Sales Officer CA

2-6 years
Not Specified

Job Description

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

Job Details

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About Yesbank

Yes Bank is an Indian bank headquartered in Mumbai, India and was founded by Rana Kapoor and Ashok Kapur in 2004. It offers wide range of differentiated products for corporate and retail customers through retail banking and asset management services.

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