Sales Officer – CA

About Company 

Yes Bank is an Indian bank headquartered in Mumbai, India. It offers wide range of differentiated products for corporate and retail customers through retail banking and asset management services.

Job Title : Sales Officer – CA

Responsibilities - 

Account Opening, Sales, Client Services :

• Handle customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc.
• Ensure adherence to process & documentation standards (e.g. forms/checklists, welcome calling, approvals, etc)
• Cross sale of various products offered to existing customer of given location.
• Generate and convert leads for assets & liabilities.
• Ensure focused segment is tapped and adherence to BSA.
• Service & Quality:
  • Ensure that all people, process, data & systems in the branch are well attended to deliver consistent & superior levels of service to all customers of assigned location Punjab.
  • Ensure daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence.
  • Play a pro-active role in new products, processes or systems roll out impacting the clients
  • Coordinate with relationship managers of given location and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction.
• Others Activity :
  • Maintain highest levels of discipline (punctuality, attendance, grooming standards etc) in the office
  • Responsible for Branch upkeep & maintenance and control over the cost
  • Must be thorough with banking processes, regulations & guidelines across