Client Relationship Partner

  • Company:
    Yes Bank Ltd
  • Location:
  • Salary:
    negotiable / month
  • Job type:
  • Posted:
    2 months ago
  • Category:

Skill: banking , forex , transaction banking , trade , kyc , current account , branch banking; Exp: 2-5 years; Client Relationship Partner – ( ACQ0001VO ) Description To introduce & acquire new YFB Product/program CA customer in the identified segment and reference generation from the specified catchment To ensure sourcing of quality Trade & Forex led current accounts To ensure initial customer handholding & M 1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) To ensure proactive registration & activation of acquired customers to direct banking channels and to provide Superior customer experience To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking To meet & exceed the defined targets of new customer acquisition value month on month by analyzing transaction banking needs of the customers To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators To ensure quality sourcing in line with the Banks policy To Adhere to sales process & KYC Norms of the bank Qualifications Education Post Graduate preferred/ Graduate in any discipline from a recognized university Past Experience Minimum 2 years of experience in current account acquisition Preferable knowledge of the Trade & FOREX products Preferable Experience in acquiring Trade & Forex current accounts Past Organization Must necessarily come from Banking Organizations with experience in current account acquisition Other Aspects / Skills- Excellent oral and written communication Good presentation skills and High Sales orientation Must be willing to take up extensive field visit Orientation towards servicing the customer & understanding his needs is a prerequisite Awareness of dynamics of local market Good understanding of competitive products & their pricing Primary Location India-Tamil Nadu-Chennai Work Locations Chennai Adyar GR FLOR, RAJALAKSHMI PALACE 1ST MAIN ROAD, GANDHI NAGAR CHENNAI 600002 Job Client Relationship Partner Organization Branch Banking Schedule Regular Shift Standard Job Type Full-time Day Job Job Posting 20.08.2018, 54048 PM

Banking -General

Degree: CA (Chartered Accountant)

Experience: 2-5

Function: Finance / Insurance Services