Posted:1 month ago|
Platform:
Work from Office
Full Time
The incumbent will be responsible for acquiring high-value CASA accounts along with Trade, Forex & CMS relationship
potential. He should be a self-driven and motivated individual with a zeal to outperform in ambiguous environment and
thrive under pressure. He should understand banking products and have flair for sales and relationship management.
To acquire new YFB Product/program CA customer in the identified segment and reference generation from the specified catchment • To achieve daily/weekly/monthly customer acquisition target • To ensure initial customer handholding & M+1 activation (Right advice 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 attract new-to-bank qualified customers in consistence with the Banks business strategy • 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 ensure required level of service for in-coming customers, to consult customers on credit and banking products • To ask for referrals and recommendations from existing customers on new customers • To cross sell credit and banking products to eligible customers
Yes Bank
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