Client relationship partner @ Yes Bank

Job Description

Dear Candidate,

Greetings from Yes Bank !!

We are presently looking out for candidates with Current account & Saving Account sales experience.

Interested Candidates kindly visit below address

Venue:.B 11, Star Towers 11th Cross, Colony Rd, Thillai Nagar, Tiruchirappalli, Tamil Nadu 620018

Walkin date:12th March, 2021

Walkin Time: 10:00 A.M. Onwards

Contact person: Maria Arunesh (Cluster Sales Leader)

Contact Number: 8056948***

JOB DESCRIPTION

KEY RESPONSIBILITIES/ ACCOUNTABILITIES

• 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.
• 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 .

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.

Thanks & Regards

Rajesh

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