ü To ensure acquisition & value build of current to Bank YES FIRST BUSINESS Product/Program & Trade/Fx led CA customers in the branch in the identified segments ü To Identify, build, acquire and deepen relationships to gain incremental wallet share of the high value segment through a superior customer experience ü To ensure high value enhancement through acquisition & deepening in the mapped portfolio ü To Provide a differentiated customer experience that supports our YFB value proposition. Execute integrated sales, service and relationship strategies to support growth and retention of business customers.
ü To recognize and understand a client's global banking needs in order to provide holistic financial solutions in collaboration with the PSM ü To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA ü To ensure on boarding, M+1 activation, Value build up & AQB maintenance of accounts acquired ü To Master referral opportunities to grow portfolio. Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
ü To ensure Sales process adherence & desired value productivity of BRPs ü To ensure that team of BRPs meets Yes Performance standards (YPS)
ü To manage,
mentor and motivate the BRP team and evaluate and recommend the appropriate programs for differential training needs ü To ensure catchment mapping & scoping for the CA business with the help of BRPs along with BBL & prepare a wish list of potential high value customers from each identified segment in the catchment ü To monitor customer profile, understand customer’s business needs & provide appropriate product / pricing solution.
ü To Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ü To ensure proactive migration of portfolio customers to direct banking channels esp. Net Banking ü To maintain continuous customer engagement with all customers sourced by self & team through customer visits & proactively resolve customer issues/queries ü To provide regular inputs to product team on opportunities & segmentation, product features & quality of portfolio acquired along with competition benchmarking ü To develop and continuously upgrade new innovative sales channels & techniques to maximize productivity ü To implement the sales monitoring mechanism to measure the productivity of the team ü To monitor the quality of sourcing of products to evaluate developmental needs of the sales teams and drive the sales system towards quality standards where risks are well controlled ü To derive insights to Competitor Sales activities and effectively counter the efforts ü To Adhere to sales process & KYC Norms of the bank