Yavatmal Bank

Role: Customer Acquisition & Sales

Key Responsibilities

• Acquire new SA/CA/TD/Liability accounts from catchment, walk-ins & market outreach.
• Generate leads through cold calls, referrals, field activities, and internal databases.
• Drive daily/monthly sales targets and meet productivity benchmarks.
• Ensure quality sourcing & proper account activation as per defined guidelines.
• Manage Classic/Preferred customer portfolios and enhance wallet share.
• Conduct regular customer contact to identify needs and cross-sell opportunities.
• Prevent attrition by monitoring transactions, closures, and retaining key relationships.
• Cross-sell Loans (PL/HL/BL/TWL), Credit Cards, Demat, MF, Insurance, and other retail products.
• Meet IPH benchmarks and overall branch cross-sell ratios.
• Deliver high-quality onboarding & service experience.
• Resolve customer complaints within defined TAT; follow preventive complaint management.
• Promote digital channels (Mobile Banking, NetBanking, BillPay).
• Adhere to KYC/AML guidelines for all acquisitions & servicing.
• Ensure error-free documentation, locker operations, standing instructions, and daily schedules.
• Support branch operations including vault/teller supervision when required.
• Follow audit, risk, regulatory & bank policy compliance.
• Fulfill CASA & product leads generated by all verticals.
• Update CRMNext/CRM tools for profiling, call planning, interactions & lead status.
• Contribute to overall branch targets, profitability & business objectives.
• Support branch merchandising, customer meets & local marketing activities.

Qualifications

• Education: Any Graduate
• Experience: Freshers OR candidates with up to 8 years of experience in Sales, Banking, Financial Services, Insurance, Fintech, Telecom, Retail or other customer-facing sales roles.
• Freshers with a keen interest in building a career in Sales are encouraged to apply.