Sales officer- Current account- Bengaluru

Yes Bank Ltd.; Bengaluru; On-site; INR 300,000 - 450,000; Full time

Job summary

Yes Bank Ltd. in Bengaluru seeks a Sales Officer CA to drive current account acquisitions, onboard new customers, and promote direct banking channel activation. You will ensure compliant onboarding per KYC norms and collaborate with branch RM to deliver quality service and timely documentation.

The role focuses on meeting monthly acquisition targets, providing right product guidance, and reinforcing customer relationships within the retail banking sales function.

Qualifications

• Must have hands-on experience in retail banking sales and current account acquisition.
• Ability to onboard customers and guide documentation within defined timelines.
• Knowledge of KYC norms and bank processes for onboarding new customers.

Responsibilities

• Introduce and acquire new current account customers in the identified segment.
• Ensure quality sourcing of current accounts aligned with product mix and policies.
• Provide handholding and activation (M+1) for new customers and promote channel adoption.
• Aid BRL/BBL with catchment mapping, feedback on opportunities and competition benchmarking.
• Meet or exceed monthly new customer acquisition targets.

Skills

Sales

Banking

KYC

Customer onboarding

Education

Any Graduate

Job description

Role : Sales Offier CA

Job description:-

Sales Officer Current Account- To introduce & acquire new CA customer in the identified segment and reference generation from the specified catchment To ensure sourcing of quality current accounts in terms of product mix, segments and constitution mix 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) To ensure proactive registration & activation of acquired customers to direct banking channels To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators To ensure quality sourcing in line with the Banks policy To Adhere to sales process & KYC Norms of the bank

Role: Retail Banking Sales

Industry Type: Banking

Department: Sales & Business Development

Employment Type: Full Time, Permanent

Role Category: Retail & B2C Sales

Education

UG: Any Graduate