Responsibilities • Identify and generate New-to-Bank (NTB) leads through catchment visits, marketing activities, and digital outreach. • Assist team members in day-to-day sales activities, documentation, and operational processes. • Educate potential customers about Yes Bank products and services, ensuring clarity on features and benefits. • Keep customers engaged, understand their requirements, and address queries effectively. • Learn and develop understanding of sales strategy, business targets, banking products, customer engagement, and account opening processes. • Collaborate with the assigned Sales Officer (SO)
and team to qualify leads and drive conversion, cross-selling, and acquisition targets. • Support in organizing local marketing campaigns and activations to enhance brand visibility. • Share daily activity reports and lead status updates with Branch Manager. • Adhere to Yes Banks code of conduct, data privacy, and regulatory guidelines at all times.
Self-Management
Responsibilities • Reach branch/office on time • Adherence to grooming guidelines and self-discipline • Maintain a qualified code of conduct with the customers and executives of the bank
Risk and Control
Responsibilities • Adhere to the policies defined by the organization and guidelines by internal and external regulators • Follow sales processes and KYC norms of the bank and regulator
SECTION IV: KNOWLEDGE & EXPERIENCE
KNOWLEDGE
Qualifications Graduate
Skills • Strong written and verbal communication skills • Conversant with MS Office • Good networking
📌 Trainee Apprenticeship (Ahmedabad)
🏢 Yes Bank
📍 Ahmedabad
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