Client Relationship Partner

  • Company:
    Yes Bank Ltd
  • Location:
  • Salary:
    negotiable / month
  • Job type:
    Full-Time
  • Posted:
    1 week ago
  • Category:
    Banking

Skill: amfi , caiib , operational risk , financial services , ncfm , banking , fx , irda , mf , retail banking , life insurance , trade , kyc , current account , consumer banking , branch banking; Exp: 0-5 years; Client Relationship Partner – ( ACQ0002G9 ) 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 Banks 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 0 – 5 years work experience 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 Primary Location India-Tamil Nadu-Chennai

Banking -General

Degree: ME/ M.Tech./ MS (Engg/ Sciences)

Experience: 0-5

Function: Finance / Insurance Services