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