Client Relationship Partner

Yes Bank - Chennai, Tamil Nadu
  • Full Time
  • Anywhere

Job Description

Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.)
Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants
Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs)
Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products
Maintaining good relationship with the customers
Complete adherence to Yes Personality guidelines
Compliant towards KYC and all operational risk
Comply with Bank’s policies and processes
Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns
Ensure safety and security of Bank and customer’s assets
Ensure timely submission of MIS reports

Qualifications

Education :
Graduation (Post Graduate preferred)
AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage

Past Experience: work experience 0 – 5 years in Banking & Financial Services Organizations

Other Aspects / Skills:-

  • Good written and verbal communication skills 
  • Fully conversant with MS Office 
  • Excellent networking & interpersonal skills 
  • Sensitive to issues of confidentially and compliance
  • Market knowledge of ‘Retail Banking’ or ‘Consumer Banking’ or ‘Branch Banking’
  • Knowledge of regulatory guidelines


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