To ensure acquisition & value build of new to Bank YES FIRST BUSINESS Product/Program & Trade/Fx led CA customers in the branch in the identified segments.
To Identify, build, acquire and deepen relationships to gain incremental wallet share of the high value segment through a superior customer experience.
To ensure high value enhancement through acquisition & deepening in the mapped portfolio.
To Provide a differentiated customer experience that supports our YFB value proposition. Execute integrated sales, service and relationship strategies to support growth and retention of business customers.
To recognize and understand a client's global banking needs in order to provide holistic financial solutions in collaboration with the PSM.
To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA.
To ensure on boarding, M+1 activation, Value build up & AQB maintenance of accounts acquired.
To Master referral opportunities to grow portfolio. Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
To ensure Sales process adherence & desired value productivity of BRPs.
To ensure that team of BRPs meets Yes Performance standards (YPS)
To manage, mentor and motivate the BRP team and evaluate and recommend the appropriate programs for differential training needs.
To ensure catchment mapping & scoping for the CA business with the help of BRPs along with BBL & prepare a wish list of potential high value customers from each identified segment in the catchment
To monitor customer profile, understand customers business needs & provide appropriate product / pricing solution.
To Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools.
To ensure proactive migration of portfolio customers to direct banking channels esp. Net Banking.
To maintain continuous customer engagement with all customers sourced by self & team through customer visits & proactively resolve customer issues/queries.
To provide regular inputs to product team on opportunities & segmentation, product features & quality of portfolio acquired along with competition benchmarking.
To develop and continuously upgrade new innovative sales channels & techniques to maximize productivity.
To implement the sales monitoring mechanism to measure the productivity of the team.
To monitor the quality of sourcing of products to evaluate developmental needs of the sales teams and drive the sales system towards quality standards where risks are well controlled.
To derive insights to Competitor Sales activities and effectively counter the efforts.
To Adhere to sales process & KYC Norms of the bank.