Sales Officer Current Account- Yes Bank

Role & 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