Walk-in | Casa Sales Officer- Yes Bank

Yes Bank Ltd.; Ahmedabad District; On-site; INR 400,000 - 650,000; Full time

Job summary

Yes Bank Ltd. seeks a Sales Officer CA to acquire new current account customers in targeted segments, with reference generation from the catchment and cross-selling opportunities.

You will drive quality CA acquisitions, ensure onboarding with KYC and documentation within the defined TAT, and promote direct banking channels while coordinating with branch teams to meet monthly targets.

Qualifications

• Postgraduate preferred; graduate in any discipline from a recognized university.
• Minimum 1–2 years of experience in current account acquisition.

Responsibilities

• Acquire new CA customers in identified segments and generate references.
• Ensure sourcing of quality current accounts with appropriate product mix.
• Provide handholding and activation (documentation, welcome kit, TAT).
• Promote direct banking channels for acquired customers.
• Assist BRL/BBL with catchment mapping and feedback.
• Meet/exceed monthly new customer acquisition targets.
• Adhere to selling norms and regulatory guidelines.
• Ensure KYC norms and bank policies.

Skills

Communication skills

Sales orientation

Field visits

Customer service mindset

Market awareness

Competitive pricing knowledge

Education

Postgraduate or graduate

Job description

Position

Sales Officer CA

Grade

Business Unit

Sub Unit

Reporting to

Responsibilities

• Senior Officer/ Assistant Manager
• Retail Banking
• Acquisition and Product Cross Sell Business
• Senior Sales Manager Hybrid/CA & Branch Manager
• 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

Expected Candidate

• Age: Minimum 25 to Maximum 30 years

Profile

• Education: Post Graduate preferred/ Graduate in any discipline from a recognized university
• Past Experience: Minimum 1 to 2 years of experience in current account acquisition
• Past Organization: Must necessarily come from Banking Organizations with experience in current account acquisition

Other Aspects / Skills

• Good at oral and written communication
• High Sales orientation & Must be willing to take up extensive field visit
• Orientation towards servicing the customer and understanding his needs is a prerequisite & Awareness of dynamics of local market
• Good understanding of competitive products & their pricing