Client Relationship Partner

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

Skill: amfi , account opening , investment products , ncfm , banking , kyc , portfolio , irda , branch banking; Exp: 0-2 years; Client Relationship Partner-(ACQ00001J) Description To help the leader to achieve the portfolio business objectives by acquiring incremental accounts from the corporate and maximizing second product cross sell at the time of account opening Source incremental accounts from corporate Ensure FTNR on logged in AOFs is within set benchmarks Communicate to the employees the requirements of KYC documents (as per the approved account opening process) Cross sell an additional product within 60 days of account opening Generate leads for asset / investment products Qualifications Age Minimum 24 to Maximum 30 years Education Graduate/Post Graduate in any discipline or an MBA from a recognized university/business schools AMFI/NCFM/IRDA certification will be an advantage though not mandatory Past Experience 0 to 2 years of hard core experience in retail sales Experience in handling Banking & Investment Products Fair knowledge of the market Past Organization Preferably from the salary background from any Bank Other Aspects / Skills- Good at oral and written communication High Sales orientation Enthusiastic Must be willing to take up extensive field visit Orientation towards servicing the customer and understanding his needs is a prerequisite Awareness of dynamics of local market Good understanding of competitive products & their pricing Primary LocationIndia-Tamil Nadu-Chennai Work Locations Triplicane Chennai Part Ground floor91 Hotel Himalaya Residency Triplicane High RoadChennai – 600005. CHENNAI600005 JobClient Relationship Partner OrganizationBranch Banking ScheduleRegular ShiftStandard Job TypeFull-time Day Job Job Posting05.02.2018, 70907 PM

Banking -General

Degree: MBA/ PGDM

Experience: 0-2

Function: Finance / Insurance Services