Client Relationship Partner

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

Skill: operational risk , life insurance , fx , trade , kyc , current account , mf , branch banking; Exp: 0-3 years; Client Relationship Partner – ( ACQ0002G1 ) 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 What is your highest qualification? Primary Location India-Kerala-Kannur

Banking -General

Degree: 

Experience: 0-3

Function: Finance / Insurance Services