ü To ensure acquisition & value build of new to Bank CA customers in the branch in the identified segments ü To ensure value enhancement in the mapped portfolio 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 ensure Sales process adherence & desired 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 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 monitor & ensure sourcing of quality current accounts – in terms of product mix and value driven customer segments 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 creative 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

📌 Senior Sales Manager CA (Chennai)
🏢 Yes Bank
📍 Chennai