Sales Officer CASA- Yes Bank Mandi & Shimla

Role & responsibilities

Urgent Opening for Bank Sales CASA

Job Description

• To identify and acquire new CASA customers in the identified segment and reference generation from the specified catchment
• To identify and acquire new product/ program eligible CASA 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 CASA 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 Banks 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.