Sales Officer CASA

YES BANK

  • To ensure sourcing of quality current accounts with higher product mix (higher CASA variants), segments and constitution mix
  • To achieve monthly customer acquisition target
  • To cross- sell other Banking and Asset products
  • To cross-sell TPP products to the acquired customers
  • To maintain good relationship with the customers and seek referrals
  • To ensure right product to customer, a/c opening in defined TAT, high FTR, M+1 activation and follow up use of account for business transactions
  • To ensure proactive registration & activation of acquired customers to direct banking channels
  • To assist the Cluster Sales Leader Business in catchment mapping & scoping exercise and provide regular feedback to CSLB/Seniors on opportunities / customer needs / competition benchmarking
  • To abide by the selling norms defined by the organization and adherence to guidelines by internal & external regulators

To adhere to sales process & KYC Norms of the bank

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