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YES Bank

Sales Officer CA

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Description

<div>Responsibilitiesü&nbsp; To introduce &amp; acquire new CA customer in the identified segment and reference generation from the&nbsp; specified catchment</div><div>ü&nbsp; To ensure sourcing of quality current accounts – in terms of product mix, segments and constitution mix</div><div>ü&nbsp; To ensure initial customer handholding &amp; 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)</div><div>ü&nbsp; To ensure proactive registration &amp; activation of acquired customers to direct banking channels</div><div>ü&nbsp; To assist the Business Relationship Leader in catchment mapping &amp; scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking&nbsp;</div><div>ü&nbsp; To meet &amp; exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers</div><div>ü&nbsp; To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal &amp; external regulators&nbsp;</div><div>ü&nbsp; To ensure quality sourcing in line with the Banks policy&nbsp;</div><div>ü&nbsp; To Adhere to sales process &amp; KYC Norms of the bank&nbsp;</div><div>Expected CandidateAge: Minimum&nbsp; 25 to Maximum 30 years</div><div>ProfileEducation: Post Graduate preferred/ Graduate in any discipline from a recognized university</div><div>Past Experience:</div><div>ü&nbsp; Minimum 1 to 2 years of experience in current account acquisition&nbsp;</div><div>ü&nbsp; Some&nbsp; knowledge of the Trade &amp; FOREX products</div><div>Past Organization:</div><div>ü&nbsp; Must necessarily come from Banking Organizations’ with experience in current account acquisition&nbsp;</div><div>Other Aspects / Skills:</div><div>ü&nbsp; Good at oral and written communication</div><div>ü&nbsp; High Sales orientation &amp; Must be willing to take up extensive field visit</div><div>ü&nbsp; Orientation towards servicing the customer and understanding his needs is a prerequisite &amp; Awareness of dynamics of local market</div><div>ü&nbsp; Good understanding of competitive products &amp; their pricing&nbsp;</div><div><br></div>
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