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Client Relationship Partner @ Yes Bank

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 Client Relationship Partner

Job Description

Core Responsibilities:

Business Acquisition

  • Undertakes acquisition of Quality CASA (Current Account & Saving Account)
  • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products
  • Maintaining good relationship with the customers through regular connects and prompt redressal of any queries

Quality Focus

  • Compliant towards KYC and all operational risk parameters
  • Complies with Banks policies and processes
  • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns
  • Ensures safety and security of Bank and customer's assets
  • Ensures timely submission of MIS reports to relevant stakeholders

Minimum Qualifications

  • Bachelors degree

Professional Certifications

  • AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Language Skills
  • Written and spoken English is essential

Experience:

  • A minimum of 1 year of relevant experience Nature of Experience
  • Prior experience of B2B/ B2C sales

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Client Relationship Partner

Contact Details:

Company: Yes Bank
Location(s): Multi-City, India

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₹ 2.0 - 3.5 Lakh/Yr

Yes Bank

YES BANK is India's fifth largest private sector Bank, founded by Rana Kapoor in 2004. Yes Bank is the only Greenfield Bank licence awarded by the RBI in the last two decades